Filed December 15, 2014 (most recent of 3 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,172 | $146,267-69.8% | $197,124-77.6% | $82,448-46.4% |
| Participation rate | 88.0% | 84.0%+4.0pp | 86.7%+1.3pp | 68.1%+19.9pp |
| Annual return | 15.82% | 29.61%-13.8pp | 44.34%-28.5pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,163 | $4,723-54.2% | $6,227-65.3% | $2,551-15.2% |
| Participant deferral / active EE | $2,172 | $7,035-69.1% | $9,135-76.2% | $4,139-47.5% |
| Admin fee / account holder | $76 | $14,422-99.5% | $16,298-99.5% | $7,234-99.0% |