Filed September 20, 2018
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,369 | $54,380+88.2% | $68,509+49.4% | $59,633+71.7% |
| Participation rate | 88.9% | 70.2%+18.7pp | 74.7%+14.2pp | 68.7%+20.2pp |
| Annual return | -2.33% | 2.83%-5.2pp | 8.27%-10.6pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,453 | $1,539-5.6% | $2,278-36.2% | $2,203-34.0% |
| Participant deferral / active EE | $3,424 | $2,643+29.5% | $3,382+1.2% | $3,192+7.3% |
| Admin fee / account holder | $169 | $3,885-95.7% | $5,275-96.8% | $4,297-96.1% |