Filed June 21, 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 | $4,676 | $88,707-94.7% | $74,184-93.7% | $273,972-98.3% |
| Participation rate | 90.5% | 79.4%+11.0pp | 76.6%+13.9pp | 83.0%+7.5pp |
| Annual return | 31.60% | 11.94%+19.7pp | 17.74%+13.9pp | 41.46%-9.9pp |
| Employer contribution / active EE | $2,400 | $3,159-24.1% | $2,370+1.2% | $4,869-50.7% |
| Participant deferral / active EE | $787 | $4,212-81.3% | $3,550-77.8% | $5,287-85.1% |
| Admin fee / account holder | $241 | $8,717-97.2% | $5,586-95.7% | $10,133-97.6% |