Filed May 26, 2021
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,591 | $56,095-86.5% | $178,503-95.7% | $90,274-91.6% |
| Participation rate | 92.1% | 65.6%+26.6pp | 81.9%+10.2pp | 73.4%+18.8pp |
| Annual return | 182.89% | 28.81%+154.1pp | 151.12%+31.8pp | 53.97%+128.9pp |
| Employer contribution / active EE | $75 | $1,572-95.2% | $5,011-98.5% | $2,523-97.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $13,987-100.0% | $114-100.0% |