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 | $407,007 | $81,664+398.4% | $70,476+477.5% | $158,966+156.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -1.34% | 208.59%-209.9pp | 109.12%-110.5pp | 302.95%-304.3pp |
| Employer contribution / active EE | $16,559 | $3,219+414.4% | $2,738+504.8% | $4,762+247.7% |
| Participant deferral / active EE | $18,234 | $4,556+300.2% | $3,710+391.5% | $5,983+204.8% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |