Filed July 9, 2019
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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 | $1,425 | $69,977-98.0% | $108,582-98.7% | $62,881-97.7% |
| Participation rate | 97.0% | 72.9%+24.1pp | 79.6%+17.4pp | 69.3%+27.7pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,272 | $2,135-40.4% | $3,758-66.2% | $2,281-44.2% |
| Participant deferral / active EE | $203 | $3,165-93.6% | $4,311-95.3% | $3,203-93.7% |
| Admin fee / account holder | $18 | $5,076-99.6% | $7,645-99.8% | $4,296-99.6% |