Filed September 4, 2019
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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 | $89,589 | $103,949-13.8% | $69,182+29.5% | $273,972-67.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -1.72% | 35.28%-37.0pp | -21.93%+20.2pp | 41.46%-43.2pp |
| Employer contribution / active EE | $2,997 | $1,783+68.1% | $1,206+148.5% | $4,869-38.4% |
| Participant deferral / active EE | $1,391 | $2,716-48.8% | $1,897-26.7% | $5,287-73.7% |
| Admin fee / account holder | $217 | $3,671-94.1% | $2,697-92.0% | $10,133-97.9% |