Filed May 10, 2018 (most recent of 2 filings on file)
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,530 | $45,050-76.6% | $63,018-83.3% | $70,126-85.0% |
| Participation rate | 96.6% | 69.5%+27.0pp | 74.8%+21.7pp | 69.5%+27.0pp |
| Annual return | 13.10% | 18.76%-5.7pp | 87.62%-74.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $275 | $2,834-90.3% | $3,601-92.4% | $4,645-94.1% |