Filed July 20, 2021
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,427 | $82,188-83.7% | $125,391-89.3% | $64,824-79.3% |
| Participation rate | 96.0% | 77.9%+18.1pp | 82.4%+13.6pp | 71.5%+24.6pp |
| Annual return | -13.41% | 3.50%-16.9pp | 572.41%-585.8pp | 32.84%-46.3pp |
| Employer contribution / active EE | $1,747 | $3,617-51.7% | $4,816-63.7% | $2,507-30.3% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $2 | $163-98.5% | $10,009-100.0% | $188-98.7% |