Filed April 4, 2018 (most recent of 2 filings on file)
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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 | $5,099 | $103,038-95.1% | $90,324-94.4% | $152,909-96.7% |
| Participation rate | 76.9% | 75.9%+1.0pp | 73.3%+3.6pp | 82.5%-5.5pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,883 | $3,141-40.0% | $2,856-34.1% | $4,764-60.5% |
| Participant deferral / active EE | $2,155 | $4,282-49.7% | $3,885-44.5% | $5,851-63.2% |
| Admin fee / account holder | $8 | $6,177-99.9% | $5,356-99.9% | $11,601-99.9% |