Filed May 18, 2020
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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 | $3,507 | $60,128-94.2% | $90,440-96.1% | $79,852-95.6% |
| Participation rate | 71.8% | 65.0%+6.8pp | 72.7%-0.9pp | 69.6%+2.1pp |
| Annual return | 0.00% | 71.95%-71.9pp | 1294.38%-1294.4pp | 31.72%-31.7pp |
| Employer contribution / active EE | $865 | $2,068-58.2% | $3,263-73.5% | $2,471-65.0% |
| Participant deferral / active EE | $1,392 | $2,939-52.6% | $3,964-64.9% | $3,740-62.8% |
| Admin fee / account holder | $81 | $3,977-98.0% | $5,615-98.6% | $5,306-98.5% |