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 | $146,267-50.2% | $197,124-63.1% | $82,448-11.7% |
| Participation rate | 88.7% | 84.0%+4.7pp | 86.7%+2.0pp | 68.1%+20.7pp |
| Annual return | 0.00% | 29.61%-29.6pp | 44.34%-44.3pp | 41.64%-41.6pp |
| Employer contribution / active EE | $679 | $4,723-85.6% | $6,227-89.1% | $2,551-73.4% |
| Participant deferral / active EE | $1,237 | $7,035-82.4% | $9,135-86.5% | $4,139-70.1% |
| Admin fee / account holder | $40 | $14,422-99.7% | $16,298-99.8% | $7,234-99.5% |