Filed April 5, 2018 (most recent of 3 filings on file)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $212,470-100.0% | $428,620-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 52.4%-52.4pp | 46.0%-46.0pp | 47.3%-47.3pp |
| Annual return | 2.51% | 21.43%-18.9pp | 20.73%-18.2pp | 12.16%-9.7pp |
| Employer contribution / active EE | $0 | $39,472-100.0% | $36,503-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |