Filed July 7, 2016 (most recent of 2 filings on file)
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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 | $53,273 | $51,213+4.0% | $70,589-24.5% | $75,184-29.1% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 23.85% | 30.06%-6.2pp | 32.80%-8.9pp | 160.78%-136.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,977-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,569-100.0% | $4,127-100.0% |
| Admin fee / account holder | $0 | $4,091-100.0% | $6,430-100.0% | $5,652-100.0% |