Filed October 10, 2017
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $160,040-100.0% | $147,096-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 15.08% | 98.49%-83.4pp | 419.75%-404.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $555 | $5,289-89.5% | $4,936-88.8% | $4,663-88.1% |
| Participant deferral / active EE | $805 | $8,429-90.4% | $8,071-90.0% | $6,691-88.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |