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 | $12,730 | $157,270-91.9% | $141,173-91.0% | $152,870-91.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.29% | 64.33%-43.0pp | 71.40%-50.1pp | 345.34%-324.1pp |
| Employer contribution / active EE | $4,781 | $5,261-9.1% | $4,735+1.0% | $4,763+0.4% |
| Participant deferral / active EE | $2,707 | $7,110-61.9% | $6,710-59.6% | $5,850-53.7% |
| Admin fee / account holder | $5 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |