Filed March 10, 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 | $5,388 | $69,159-92.2% | $125,195-95.7% | $67,584-92.0% |
| Participation rate | 97.2% | 78.2%+19.0pp | 79.8%+17.5pp | 71.3%+26.0pp |
| Annual return | 0.00% | 27.12%-27.1pp | 43.79%-43.8pp | 378.59%-378.6pp |
| Employer contribution / active EE | $8,898 | $2,023+339.8% | $3,866+130.2% | $2,148+314.3% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $9,704-100.0% | $142-100.0% |