Filed May 26, 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 | $6,263 | $53,199-88.2% | $155,567-96.0% | $199,768-96.9% |
| Participation rate | 98.4% | 64.1%+34.2pp | 78.2%+20.2pp | 72.0%+26.4pp |
| Annual return | 188.52% | 41.17%+147.3pp | 64.74%+123.8pp | 34.26%+154.3pp |
| Employer contribution / active EE | $403 | $1,852-78.3% | $4,674-91.4% | $3,037-86.7% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,628-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $186-100.0% | $15,916-100.0% | $269-100.0% |