Filed June 7, 2021
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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,173 | $196,972-27.8% | $182,262-22.0% | $198,609-28.4% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 22.84% | 158.27%-135.4pp | 140.60%-117.8pp | 202.70%-179.9pp |
| Employer contribution / active EE | $15,428 | $5,364+187.6% | $5,046+205.8% | $5,055+205.2% |
| Participant deferral / active EE | $3,493 | $8,643-59.6% | $8,276-57.8% | $6,977-49.9% |
| Admin fee / account holder | $159 | $18,429-99.1% | $16,712-99.0% | $19,030-99.2% |