Filed March 14, 2016 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,859 | $59,834-18.3% | $79,576-38.6% | $68,495-28.7% |
| Participation rate | 54.4% | 61.1%-6.6pp | 69.5%-15.1pp | 67.9%-13.5pp |
| Annual return | -30.34% | -12.30%-18.0pp | 0.15%-30.5pp | -7.84%-22.5pp |
| Employer contribution / active EE | $895 | $1,505-40.5% | $2,413-62.9% | $2,596-65.5% |
| Participant deferral / active EE | $2,394 | $3,024-20.9% | $3,985-39.9% | $4,028-40.6% |
| Admin fee / account holder | $17 | $4,835-99.6% | $6,834-99.7% | $5,403-99.7% |