Filed February 4, 2020
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,456 | $94,529-65.7% | $140,019-76.8% | $64,181-49.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.80% | 7.77%-15.6pp | 651.15%-659.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $6,033 | $3,812+58.2% | $5,605+7.6% | $2,381+153.4% |
| Participant deferral / active EE | $6,010 | $5,250+14.5% | $6,927-13.2% | $3,470+73.2% |
| Admin fee / account holder | $135 | $6,741-98.0% | $10,705-98.7% | $4,887-97.2% |