Filed April 12, 2017 (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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,856 | $77,416+370.0% | $69,464+423.8% | $152,897+138.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | -1.74% | 39.08%-40.8pp | 28.98%-30.7pp | 345.43%-347.2pp |
| Employer contribution / active EE | $15,861 | $3,315+378.5% | $2,779+470.7% | $4,764+233.0% |
| Participant deferral / active EE | $15,763 | $4,413+257.2% | $3,536+345.8% | $5,851+169.4% |
| Admin fee / account holder | $104 | $6,208-98.3% | $3,840-97.3% | $11,599-99.1% |