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 | $1,301 | $50,151-97.4% | $149,696-99.1% | $80,157-98.4% |
| Participation rate | 98.7% | 64.3%+34.4pp | 78.8%+19.9pp | 72.9%+25.7pp |
| Annual return | 1362.38% | 29.80%+1332.6pp | 134.46%+1227.9pp | 40.39%+1322.0pp |
| Employer contribution / active EE | $79 | $1,867-95.8% | $4,821-98.4% | $2,977-97.4% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,682-100.0% | $5,015-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $13,212-100.0% | $145-100.0% |