Filed October 11, 2021
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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 | $20,537 | $76,551-73.2% | $123,894-83.4% | $62,881-67.3% |
| Participation rate | 83.3% | 73.0%+10.4pp | 81.4%+1.9pp | 69.3%+14.0pp |
| Annual return | 15.55% | 18.68%-3.1pp | 47.52%-32.0pp | 20.14%-4.6pp |
| Employer contribution / active EE | $1,916 | $2,882-33.5% | $4,617-58.5% | $2,281-16.0% |
| Participant deferral / active EE | $3,934 | $4,840-18.7% | $5,984-34.3% | $3,203+22.8% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |