Filed October 11, 2016
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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 | $6,641 | $77,638-91.4% | $156,551-95.8% | $62,881-89.4% |
| Participation rate | 80.0% | 71.2%+8.8pp | 84.0%-4.0pp | 69.3%+10.7pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,801 | $3,444-18.7% | $5,501-49.1% | $2,281+22.8% |
| Participant deferral / active EE | $3,147 | $3,046+3.3% | $4,871-35.4% | $3,203-1.8% |
| Admin fee / account holder | $36 | $5,561-99.4% | $13,028-99.7% | $4,296-99.2% |