Filed January 23, 2020
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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 | $9,156 | $61,660-85.2% | $80,022-88.6% | $64,173-85.7% |
| Participation rate | 95.9% | 71.7%+24.2pp | 75.8%+20.1pp | 69.6%+26.3pp |
| Annual return | -12.10% | -0.33%-11.8pp | 11.22%-23.3pp | 7.63%-19.7pp |
| Employer contribution / active EE | $1,515 | $1,810-16.3% | $2,468-38.6% | $2,381-36.4% |
| Participant deferral / active EE | $1,930 | $2,968-35.0% | $3,686-47.6% | $3,470-44.4% |
| Admin fee / account holder | $159 | $5,417-97.1% | $6,521-97.6% | $4,887-96.7% |