Filed November 16, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $12,693 | $100,060-87.3% | $149,721-91.5% | $70,126-81.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.46%-27.5pp | 1501.67%-1501.7pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,063 | $3,661-43.6% | $5,444-62.1% | $2,343-11.9% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $155 | $8,285-98.1% | $11,282-98.6% | $4,645-96.7% |