Filed August 29, 2018 (most recent of 6 filings on file)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,033 | $103,394-27.4% | $87,102-13.9% | $152,914-50.9% |
| Participation rate | 91.7% | 79.4%+12.3pp | 76.9%+14.8pp | 82.5%+9.2pp |
| Annual return | 3.40% | 28.10%-24.7pp | 28.19%-24.8pp | 345.48%-342.1pp |
| Employer contribution / active EE | $1,518 | $3,221-52.9% | $2,521-39.8% | $4,764-68.1% |
| Participant deferral / active EE | $3,701 | $4,778-22.5% | $4,048-8.6% | $5,852-36.7% |
| Admin fee / account holder | $26 | $12,198-99.8% | $7,493-99.7% | $11,601-99.8% |