Filed April 14, 2020
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Employer 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 | $6,378 | $138,072-95.4% | $123,549-94.8% | $135,382-95.3% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | 0.00% | 153.69%-153.7pp | 119.20%-119.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $691 | $5,152-86.6% | $4,628-85.1% | $4,779-85.5% |
| Participant deferral / active EE | $5,286 | $6,799-22.3% | $6,426-17.7% | $5,609-5.8% |
| Admin fee / account holder | $10 | $10,917-99.9% | $9,284-99.9% | $10,829-99.9% |