Filed June 29, 2016
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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,681 | $103,038-82.8% | $90,324-80.4% | $152,909-88.4% |
| Participation rate | 76.5% | 75.9%+0.6pp | 73.3%+3.2pp | 82.5%-6.0pp |
| Annual return | 29.03% | 95.25%-66.2pp | 78.15%-49.1pp | 345.46%-316.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,004 | $4,282-6.5% | $3,885+3.1% | $5,851-31.6% |
| Admin fee / account holder | $180 | $6,177-97.1% | $5,356-96.6% | $11,601-98.5% |