Filed June 7, 2019
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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 | $15,720 | $71,480-78.0% | $90,782-82.7% | $64,173-75.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | 0.00% | -4.25%+4.2pp | -3.42%+3.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $4,869 | $3,415+42.6% | $4,105+18.6% | $2,381+104.5% |
| Participant deferral / active EE | $9,562 | $4,302+122.3% | $5,366+78.2% | $3,470+175.6% |
| Admin fee / account holder | $68 | $6,309-98.9% | $5,908-98.8% | $4,887-98.6% |