Filed January 10, 2019 (most recent of 5 filings on file)
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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 | $395,809 | $89,370+342.9% | $141,197+180.3% | $72,976+442.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 11.58% | 111.88%-100.3pp | 71.41%-59.8pp | 81.02%-69.4pp |
| Employer contribution / active EE | $12,128 | $3,115+289.3% | $4,736+156.1% | $2,440+397.0% |
| Participant deferral / active EE | $10,740 | $5,419+98.2% | $6,710+60.0% | $3,608+197.7% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |