Filed September 27, 2021
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Participant contribution per participant 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 | $23,973 | $78,707-69.5% | $117,861-79.7% | $70,126-65.8% |
| Participation rate | 89.2% | 73.2%+16.0pp | 79.7%+9.6pp | 69.5%+19.7pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $558 | $2,223-74.9% | $3,786-85.3% | $2,343-76.2% |
| Participant deferral / active EE | $751 | $3,297-77.2% | $4,482-83.2% | $3,332-77.5% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |