Filed March 29, 2021
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,830 | $97,732-78.7% | $83,831-75.2% | $135,380-84.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.84% | 1287.56%-1299.4pp | 850.99%-862.8pp | 519.81%-531.6pp |
| Employer contribution / active EE | $6,143 | $4,222+45.5% | $3,631+69.2% | $4,779+28.5% |
| Participant deferral / active EE | $2,503 | $4,683-46.6% | $4,082-38.7% | $5,609-55.4% |
| Admin fee / account holder | $206 | $6,675-96.9% | $5,479-96.2% | $10,828-98.1% |