Filed February 24, 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 | $28,513 | $184,000-84.5% | $162,185-82.4% | $152,909-81.4% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.6%-14.2pp | 82.5%-9.1pp |
| Annual return | 25.41% | 150.80%-125.4pp | 115.61%-90.2pp | 345.46%-320.1pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,442 | $8,033-82.0% | $7,297-80.2% | $5,851-75.3% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |