Filed November 9, 2016 (most recent of 2 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 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant 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 | $3,791 | $86,298-95.6% | $111,308-96.6% | $85,847-95.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 50.82% | 19.99%+30.8pp | 54.67%-3.8pp | 318.61%-267.8pp |
| Employer contribution / active EE | $1,421 | $2,044-30.5% | $2,732-48.0% | $2,565-44.6% |
| Participant deferral / active EE | $1,573 | $3,641-56.8% | $4,487-64.9% | $3,952-60.2% |
| Admin fee / account holder | $229 | $8,189-97.2% | $7,965-97.1% | $6,261-96.3% |