Filed June 28, 2018
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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 | $21,726 | $85,766-74.7% | $136,297-84.1% | $70,124-69.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5156.19%-5156.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $3,358 | $2,966+13.2% | $4,696-28.5% | $2,342+43.3% |
| Participant deferral / active EE | $3,995 | $5,051-20.9% | $6,247-36.1% | $3,332+19.9% |
| Admin fee / account holder | $58 | $5,420-98.9% | $9,244-99.4% | $4,645-98.7% |