Filed April 29, 2021
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Participant 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 | $1,871 | $78,670-97.6% | $109,173-98.3% | $85,847-97.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 26.73% | 25.09%+1.6pp | 25.75%+1.0pp | 318.61%-291.9pp |
| Employer contribution / active EE | $977 | $2,734-64.3% | $3,723-73.7% | $2,565-61.9% |
| Participant deferral / active EE | $768 | $3,467-77.8% | $4,654-83.5% | $3,952-80.6% |
| Admin fee / account holder | $32 | $5,469-99.4% | $6,755-99.5% | $6,261-99.5% |