Filed September 27, 2018 (most recent of 2 filings on file)
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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 | $10,537 | $111,301-90.5% | $112,977-90.7% | $158,982-93.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 0.00% | 26.40%-26.4pp | 24.24%-24.2pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,750 | $4,471-38.5% | $4,255-35.4% | $4,763-42.3% |
| Participant deferral / active EE | $6,441 | $5,880+9.5% | $5,836+10.4% | $5,983+7.6% |
| Admin fee / account holder | $147 | $8,392-98.2% | $6,294-97.7% | $11,252-98.7% |