Filed January 17, 2017 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $15,313 | $76,401-80.0% | $106,387-85.6% | $64,173-76.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | 0.00% | -2.19%+2.2pp | 0.25%-0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,377 | $2,680-48.6% | $3,520-60.9% | $2,381-42.2% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $183 | $4,610-96.0% | $7,510-97.6% | $4,887-96.2% |