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 | $8,837 | $125,797-93.0% | $170,057-94.8% | $75,177-88.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 9.01% | 27.20%-18.2pp | 53.42%-44.4pp | 160.75%-151.7pp |
| Employer contribution / active EE | $3,226 | $4,616-30.1% | $6,790-52.5% | $2,671+20.8% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $33 | $8,177-99.6% | $12,826-99.7% | $5,651-99.4% |