Filed February 11, 2020
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,327 | $82,674+3.2% | $125,381-31.9% | $68,486+24.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -22.20% | -5.97%-16.2pp | 572.31%-594.5pp | -7.85%-14.3pp |
| Employer contribution / active EE | $333 | $3,382-90.2% | $4,815-93.1% | $2,597-87.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $217 | $6,277-96.5% | $10,007-97.8% | $5,404-96.0% |