Filed November 14, 2018
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,456 | $148,629-98.3% | $135,982-98.2% | $139,487-98.2% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 0.00% | 79.33%-79.3pp | 68.32%-68.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,242 | $5,247-76.3% | $4,859-74.4% | $4,755-73.9% |
| Participant deferral / active EE | $1,832 | $8,102-77.4% | $7,760-76.4% | $6,713-72.7% |
| Admin fee / account holder | $292 | $12,406-97.6% | $10,767-97.3% | $11,407-97.4% |