Filed July 23, 2018
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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 | $15,240 | $58,600-74.0% | $83,327-81.7% | $64,173-76.3% |
| Participation rate | 84.4% | 72.0%+12.3pp | 77.8%+6.6pp | 69.6%+14.8pp |
| Annual return | 0.00% | 9.66%-9.7pp | 10.64%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,960 | $2,098+41.1% | $3,379-12.4% | $2,381+24.3% |
| Participant deferral / active EE | $5,261 | $4,656+13.0% | $5,565-5.5% | $3,470+51.6% |
| Admin fee / account holder | $0 | $9,282-100.0% | $7,540-100.0% | $4,887-100.0% |