Filed February 25, 2021
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,188 | $165,361-9.2% | $149,715+0.3% | $158,950-5.5% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 17.34% | 348.24%-330.9pp | 276.66%-259.3pp | 302.91%-285.6pp |
| Employer contribution / active EE | $556 | $5,103-89.1% | $4,645-88.0% | $4,762-88.3% |
| Participant deferral / active EE | $686 | $7,182-90.5% | $6,842-90.0% | $5,983-88.5% |
| Admin fee / account holder | $244 | $10,808-97.7% | $9,310-97.4% | $11,248-97.8% |