Filed February 24, 2016
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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,846 | $201,344-17.1% | $184,243-9.4% | $145,877+14.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.66% | 29.01%-12.3pp | 28.82%-12.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $10,192 | $7,022+45.1% | $6,427+58.6% | $4,663+118.6% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $82 | $16,382-99.5% | $13,914-99.4% | $13,402-99.4% |