Filed October 7, 2020 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $32,587 | $100,060-67.4% | $149,721-78.2% | $70,126-53.5% |
| Participation rate | 74.3% | 83.6%-9.3pp | 87.1%-12.8pp | 69.5%+4.7pp |
| Annual return | 10.91% | 27.46%-16.5pp | 1501.67%-1490.8pp | 73.15%-62.2pp |
| Employer contribution / active EE | $1,325 | $3,661-63.8% | $5,444-75.7% | $2,343-43.4% |
| Participant deferral / active EE | $2,840 | $4,982-43.0% | $6,568-56.8% | $3,332-14.7% |
| Admin fee / account holder | $211 | $8,285-97.4% | $11,282-98.1% | $4,645-95.4% |