Filed December 22, 2015
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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 | $19,153 | $60,349-68.3% | $74,184-74.2% | $62,881-69.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -7.71% | 21.38%-29.1pp | 17.74%-25.4pp | 20.14%-27.8pp |
| Employer contribution / active EE | $8,672 | $1,680+416.1% | $2,370+265.9% | $2,281+280.2% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $182 | $4,261-95.7% | $5,586-96.7% | $4,296-95.8% |