Filed February 9, 2018
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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 | $9,079 | $198,457-95.4% | $170,435-94.7% | $147,586-93.8% |
| Participation rate | 90.5% | 88.0%+2.5pp | 83.6%+6.9pp | 82.8%+7.6pp |
| Annual return | 22.94% | 257.30%-234.4pp | 205.94%-183.0pp | 578.59%-555.7pp |
| Employer contribution / active EE | $3,454 | $6,183-44.1% | $5,432-36.4% | $4,876-29.2% |
| Participant deferral / active EE | $3,161 | $5,629-43.9% | $4,939-36.0% | $5,439-41.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |