Filed February 26, 2019 (most recent of 2 filings on file)
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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 | $5,622 | $110,083-94.9% | $151,645-96.3% | $68,490-91.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 0.64% | -10.12%+10.8pp | 3.34%-2.7pp | -7.85%+8.5pp |
| Employer contribution / active EE | $1,552 | $4,470-65.3% | $6,165-74.8% | $2,597-40.2% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $38 | $7,718-99.5% | $11,614-99.7% | $5,403-99.3% |