Filed November 8, 2017
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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 | $8,006 | $46,877-82.9% | $122,354-93.5% | $70,126-88.6% |
| Participation rate | 94.7% | 58.2%+36.5pp | 71.6%+23.1pp | 69.5%+25.2pp |
| Annual return | 14.75% | 24.22%-9.5pp | 30.28%-15.5pp | 73.15%-58.4pp |
| Employer contribution / active EE | $861 | $1,288-33.2% | $4,051-78.7% | $2,343-63.2% |
| Participant deferral / active EE | $933 | $2,167-56.9% | $3,287-71.6% | $3,332-72.0% |
| Admin fee / account holder | $45 | $3,324-98.6% | $5,479-99.2% | $4,645-99.0% |