Filed December 10, 2018
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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 | $8,231 | $138,076-94.0% | $123,553-93.3% | $135,380-93.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 168.96% | 153.70%+15.3pp | 119.21%+49.7pp | 519.81%-350.9pp |
| Employer contribution / active EE | $2,509 | $5,152-51.3% | $4,628-45.8% | $4,779-47.5% |
| Participant deferral / active EE | $3,147 | $6,800-53.7% | $6,426-51.0% | $5,609-43.9% |
| Admin fee / account holder | $11 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |