Filed January 18, 2017 (most recent of 2 filings on file)
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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 | $19,141 | $82,028-76.7% | $123,105-84.5% | $59,633-67.9% |
| Participation rate | 88.2% | 83.2%+5.0pp | 86.8%+1.5pp | 68.7%+19.6pp |
| Annual return | -3.03% | 5.12%-8.1pp | 13.22%-16.2pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $1,405 | $3,297-57.4% | $5,151-72.7% | $2,203-36.2% |
| Participant deferral / active EE | $2,755 | $4,667-41.0% | $6,229-55.8% | $3,192-13.7% |
| Admin fee / account holder | $148 | $5,879-97.5% | $9,014-98.4% | $4,297-96.6% |