Filed April 11, 2016
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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 | $2,734 | $102,978-97.3% | $90,287-97.0% | $152,870-98.2% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.4%-82.4pp |
| Annual return | 27.94% | 95.17%-67.2pp | 78.10%-50.2pp | 345.34%-317.4pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $24 | $6,171-99.6% | $5,351-99.6% | $11,597-99.8% |