Filed October 14, 2018
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,782 | $81,504+32.2% | $102,437+5.2% | $80,959+33.1% |
| Participation rate | 97.5% | 66.9%+30.6pp | 74.5%+23.0pp | 67.7%+29.8pp |
| Annual return | -19.00% | 25.60%-44.6pp | 24.95%-44.0pp | 35.67%-54.7pp |
| Employer contribution / active EE | $10,368 | $3,104+234.1% | $3,871+167.8% | $2,757+276.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |