Filed February 20, 2017
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,477 | $123,793-55.2% | $177,827-68.8% | $79,858-30.5% |
| Participation rate | 79.5% | 84.7%-5.1pp | 87.7%-8.2pp | 69.6%+9.9pp |
| Annual return | 43.86% | 22.82%+21.0pp | 48.32%-4.5pp | 31.72%+12.1pp |
| Employer contribution / active EE | $846 | $4,095-79.3% | $5,918-85.7% | $2,471-65.8% |
| Participant deferral / active EE | $2,578 | $5,956-56.7% | $7,713-66.6% | $3,740-31.1% |
| Admin fee / account holder | $24 | $7,243-99.7% | $12,429-99.8% | $5,306-99.6% |