Filed December 13, 2016
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,990 | $92,219-80.5% | $76,767-76.6% | $135,380-86.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -14.15% | 5.46%-19.6pp | 2.43%-16.6pp | 519.81%-534.0pp |
| Employer contribution / active EE | $7,376 | $3,216+129.4% | $2,485+196.8% | $4,779+54.3% |
| Participant deferral / active EE | $4,333 | $4,508-3.9% | $3,852+12.5% | $5,609-22.8% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |