Filed December 31, 2020
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,318 | $176,105-95.8% | $159,474-95.4% | $167,536-95.6% |
| Participation rate | 92.9% | 85.0%+7.9pp | 82.8%+10.0pp | 82.1%+10.7pp |
| Annual return | 65.25% | 331.91%-266.7pp | 263.68%-198.4pp | 478.82%-413.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,366 | $7,751-30.8% | $7,353-27.0% | $6,342-15.4% |
| Admin fee / account holder | $50 | $12,559-99.6% | $10,802-99.5% | $12,315-99.6% |