Filed July 17, 2017 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,801 | $123,793-61.4% | $177,848-73.1% | $79,856-40.1% |
| Participation rate | 27.9% | 84.7%-56.7pp | 87.7%-59.8pp | 69.6%-41.7pp |
| Annual return | -1.45% | 22.82%-24.3pp | 48.33%-49.8pp | 31.71%-33.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,431-100.0% | $5,306-100.0% |