Filed February 11, 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 | $24,498 | $98,766-75.2% | $149,730-83.6% | $79,852-69.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $11,111 | $3,217+245.4% | $4,645+139.2% | $2,471+349.6% |
| Participant deferral / active EE | $9,930 | $5,681+74.8% | $6,843+45.1% | $3,740+165.5% |
| Admin fee / account holder | $29 | $6,052-99.5% | $9,310-99.7% | $5,306-99.5% |