Filed February 22, 2019 (most recent of 2 filings on file)
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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 | $7,065 | $184,000-96.2% | $162,185-95.6% | $152,909-95.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 51.61% | 150.80%-99.2pp | 115.61%-64.0pp | 345.46%-293.9pp |
| Employer contribution / active EE | $3,248 | $6,370-49.0% | $5,613-42.1% | $4,764-31.8% |
| Participant deferral / active EE | $2,835 | $8,033-64.7% | $7,297-61.2% | $5,851-51.6% |
| Admin fee / account holder | $103 | $13,124-99.2% | $10,844-99.0% | $11,601-99.1% |