Filed November 3, 2016
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,901 | $110,083-94.6% | $151,645-96.1% | $68,490-91.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 11.25% | -10.12%+21.4pp | 3.34%+7.9pp | -7.85%+19.1pp |
| Employer contribution / active EE | $1,702 | $4,470-61.9% | $6,165-72.4% | $2,597-34.5% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $199 | $7,718-97.4% | $11,614-98.3% | $5,403-96.3% |