Filed April 18, 2019
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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 | $79,950 | $95,188-16.0% | $76,518+4.5% | $135,379-40.9% |
| Participation rate | 72.7% | 74.4%-1.7pp | 68.0%+4.7pp | 82.6%-9.9pp |
| Annual return | -13.24% | 4.85%-18.1pp | -0.27%-13.0pp | 519.79%-533.0pp |
| Employer contribution / active EE | $2,710 | $3,303-17.9% | $2,647+2.4% | $4,779-43.3% |
| Participant deferral / active EE | $6,220 | $4,640+34.1% | $3,836+62.2% | $5,609+10.9% |
| Admin fee / account holder | $102 | $6,249-98.4% | $4,849-97.9% | $10,828-99.1% |