Filed April 1, 2019
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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 | $1,274 | $73,404-98.3% | $87,104-98.5% | $67,579-98.1% |
| Participation rate | 93.6% | 80.9%+12.7pp | 76.9%+16.7pp | 71.3%+22.3pp |
| Annual return | 0.00% | 48.29%-48.3pp | 28.19%-28.2pp | 378.56%-378.6pp |
| Employer contribution / active EE | $1,246 | $2,014-38.1% | $2,521-50.6% | $2,148-42.0% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,048-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,491-100.0% | $142-100.0% |