Filed July 8, 2021
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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 | $3,566 | $37,196-90.4% | $154,108-97.7% | $55,725-93.6% |
| Participation rate | 99.6% | 64.1%+35.5pp | 83.0%+16.5pp | 70.9%+28.7pp |
| Annual return | 0.00% | 1319.68%-1319.7pp | 735.21%-735.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $587 | $1,614-63.6% | $5,298-88.9% | $2,078-71.7% |
| Participant deferral / active EE | $940 | $2,068-54.6% | $5,081-81.5% | $3,356-72.0% |
| Admin fee / account holder | $33 | $102-67.5% | $13,411-99.8% | $115-71.3% |