Filed December 1, 2015
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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 | $574,893 | $162,812+253.1% | $133,971+329.1% | $158,966+261.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.04% | 41.94%-39.9pp | 45.09%-43.1pp | 302.95%-300.9pp |
| Employer contribution / active EE | $40,600 | $4,976+715.9% | $3,919+936.0% | $4,762+752.5% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |