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 | $9,671 | $197,637-95.1% | $177,848-94.6% | $158,982-93.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.43% | 58.77%-34.3pp | 48.33%-23.9pp | 302.99%-278.6pp |
| Employer contribution / active EE | $3,274 | $6,698-51.1% | $5,919-44.7% | $4,763-31.3% |
| Participant deferral / active EE | $2,186 | $8,405-74.0% | $7,714-71.7% | $5,983-63.5% |
| Admin fee / account holder | $142 | $15,406-99.1% | $12,431-98.9% | $11,252-98.7% |