Filed October 20, 2020
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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 | $3,803 | $107,368-96.5% | $92,915-95.9% | $152,909-97.5% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $972 | $4,222-77.0% | $3,653-73.4% | $4,764-79.6% |
| Participant deferral / active EE | $2,095 | $4,848-56.8% | $4,238-50.6% | $5,851-64.2% |
| Admin fee / account holder | $21 | $7,082-99.7% | $5,796-99.6% | $11,601-99.8% |