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 | $15,666 | $115,814-86.5% | $101,275-84.5% | $158,982-90.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.7pp |
| Annual return | 61.11% | 56.16%+5.0pp | 46.48%+14.6pp | 302.99%-241.9pp |
| Employer contribution / active EE | $3,072 | $4,176-26.4% | $3,660-16.1% | $4,763-35.5% |
| Participant deferral / active EE | $5,980 | $4,958+20.6% | $4,371+36.8% | $5,983-0.1% |
| Admin fee / account holder | $188 | $7,249-97.4% | $5,948-96.8% | $11,252-98.3% |