Filed February 26, 2019 (most recent of 2 filings on file)
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Annual investment return 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 | $12,703 | $138,385-90.8% | $184,200-93.1% | $80,874-84.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 6.81% | 20.02%-13.2pp | 28.80%-22.0pp | 35.62%-28.8pp |
| Employer contribution / active EE | $3,448 | $4,849-28.9% | $6,424-46.3% | $2,756+25.1% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $267 | $10,483-97.5% | $13,907-98.1% | $6,935-96.2% |