Filed August 21, 2017
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Employer 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 | $6,666 | $89,367-92.5% | $141,191-95.3% | $72,975-90.9% |
| Participation rate | 88.5% | 75.1%+13.4pp | 82.5%+6.1pp | 69.5%+19.0pp |
| Annual return | 102.83% | 111.87%-9.0pp | 71.41%+31.4pp | 81.01%+21.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,111 | $5,419-24.1% | $6,710-38.7% | $3,608+13.9% |
| Admin fee / account holder | $212 | $5,957-96.4% | $10,264-97.9% | $5,124-95.9% |