Filed September 7, 2018
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,078 | $52,884-77.2% | $84,753-85.7% | $55,167-78.1% |
| Participation rate | 91.0% | 67.5%+23.5pp | 76.6%+14.4pp | 69.0%+22.0pp |
| Annual return | 68.60% | 18.03%+50.6pp | 22.78%+45.8pp | 169.23%-100.6pp |
| Employer contribution / active EE | $1,936 | $2,233-13.3% | $3,574-45.8% | $1,963-1.3% |
| Participant deferral / active EE | $4,342 | $2,644+64.2% | $3,712+17.0% | $3,054+42.2% |
| Admin fee / account holder | $259 | $581-55.5% | $5,333-95.2% | $504-48.7% |