Filed February 7, 2020
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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,242 | $45,872+46.6% | $77,100-12.8% | $68,490-1.8% |
| Participation rate | 97.8% | 55.9%+41.9pp | 67.9%+29.9pp | 67.9%+29.9pp |
| Annual return | 33.45% | 1.73%+31.7pp | 42.35%-8.9pp | -7.85%+41.3pp |
| Employer contribution / active EE | $182 | $1,650-89.0% | $2,815-93.5% | $2,597-93.0% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $140 | $3,041-95.4% | $5,443-97.4% | $5,403-97.4% |