Filed September 7, 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 | $7,014 | $52,678-86.7% | $75,784-90.7% | $59,633-88.2% |
| Participation rate | 96.3% | 67.2%+29.1pp | 75.8%+20.5pp | 68.7%+27.6pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $639 | $2,193-70.9% | $3,323-80.8% | $2,203-71.0% |
| Participant deferral / active EE | $1,668 | $2,591-35.6% | $3,652-54.3% | $3,192-47.7% |
| Admin fee / account holder | $138 | $3,610-96.2% | $5,300-97.4% | $4,297-96.8% |