Filed May 7, 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 | $98,105 | $70,486+39.2% | $100,535-2.4% | $79,856+22.9% |
| Participation rate | 95.8% | 73.6%+22.2pp | 79.4%+16.4pp | 69.6%+26.2pp |
| Annual return | 9.13% | 21.90%-12.8pp | 30.90%-21.8pp | 31.71%-22.6pp |
| Employer contribution / active EE | $13,873 | $2,165+540.9% | $3,419+305.8% | $2,471+461.4% |
| Participant deferral / active EE | $15,747 | $5,182+203.9% | $6,271+151.1% | $3,741+321.0% |
| Admin fee / account holder | $270 | $4,480-94.0% | $8,085-96.7% | $5,306-94.9% |