Filed May 6, 2019
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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 | $2,263 | $62,881-96.4% | - | $62,881-96.4% |
| Participation rate | 92.3% | 69.3%+23.0pp | - | 69.3%+23.0pp |
| Annual return | 0.00% | 20.14%-20.1pp | - | 20.14%-20.1pp |
| Employer contribution / active EE | $549 | $2,281-75.9% | - | $2,281-75.9% |
| Participant deferral / active EE | $1,670 | $3,203-47.9% | - | $3,203-47.9% |
| Admin fee / account holder | $271 | $4,296-93.7% | - | $4,296-93.7% |