Filed December 4, 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 | $0 | $618,180-100.0% | $500,101-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 36.3%-36.3pp | 21.3%-21.3pp | 45.6%-45.6pp |
| Annual return | 8.38% | -3.24%+11.6pp | 2.08%+6.3pp | 4.16%+4.2pp |
| Employer contribution / active EE | $1,000 | $79,753-98.7% | $47,324-97.9% | $42,918-97.7% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $1,661-100.0% | $1,916-100.0% | $21,465-100.0% |