Filed June 12, 2017 (most recent of 3 filings on file)
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Annual investment return 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 | $13,712 | $61,660-77.8% | $80,022-82.9% | $64,173-78.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -12.90% | -0.33%-12.6pp | 11.22%-24.1pp | 7.63%-20.5pp |
| Employer contribution / active EE | $2,836 | $1,810+56.6% | $2,468+14.9% | $2,381+19.1% |
| Participant deferral / active EE | $5,442 | $2,968+83.4% | $3,686+47.6% | $3,470+56.8% |
| Admin fee / account holder | $204 | $5,417-96.2% | $6,521-96.9% | $4,887-95.8% |