Filed July 2, 2019
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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 | $72,801 | $143,969-49.4% | $199,883-63.6% | $82,637-11.9% |
| Participation rate | 88.7% | 84.1%+4.6pp | 86.8%+2.0pp | 68.1%+20.7pp |
| Annual return | 0.00% | 25.67%-25.7pp | 43.81%-43.8pp | 53.51%-53.5pp |
| Employer contribution / active EE | $679 | $4,632-85.4% | $6,261-89.2% | $2,552-73.4% |
| Participant deferral / active EE | $1,237 | $6,937-82.2% | $9,138-86.5% | $4,126-70.0% |
| Admin fee / account holder | $40 | $14,597-99.7% | $17,268-99.8% | $7,339-99.5% |