Filed December 21, 2015
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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 | $3,664 | $107,666-96.6% | $102,184-96.4% | $154,746-97.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 0.00% | 29.33%-29.3pp | 31.58%-31.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,694 | $3,846-56.0% | $3,594-52.9% | $4,379-61.3% |
| Participant deferral / active EE | $1,858 | $8,719-78.7% | $8,309-77.6% | $6,730-72.4% |
| Admin fee / account holder | $5 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |