Filed July 7, 2016 (most recent of 4 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,321 | $201,372-82.0% | $184,260-80.3% | $145,884-75.1% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 6.66% | 29.04%-22.4pp | 28.84%-22.2pp | 551.85%-545.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,222 | $9,808-87.5% | $9,133-86.6% | $6,690-81.7% |
| Admin fee / account holder | $119 | $16,362-99.3% | $13,898-99.1% | $13,392-99.1% |