Filed November 14, 2018 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,620 | $91,536-87.3% | $130,062-91.1% | $75,177-84.5% |
| Participation rate | 90.8% | 71.5%+19.4pp | 78.5%+12.3pp | 67.2%+23.6pp |
| Annual return | 17.90% | -631.62%+649.5pp | -137.37%+155.3pp | 160.75%-142.8pp |
| Employer contribution / active EE | $881 | $2,845-69.0% | $4,322-79.6% | $2,671-67.0% |
| Participant deferral / active EE | $810 | $4,343-81.3% | $5,821-86.1% | $4,126-80.4% |
| Admin fee / account holder | $279 | $6,780-95.9% | $10,601-97.4% | $5,651-95.1% |