Filed September 26, 2017 (most recent of 3 filings on file)
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $224,372-100.0% | $219,333-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 42.3%-42.3pp | 48.7%-48.7pp |
| Annual return | 1.39% | -2.14%+3.5pp | -2.01%+3.4pp | -2.16%+3.6pp |
| Employer contribution / active EE | $0 | $37,296-100.0% | $34,453-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $1,161 | $32+3484.5% | $34+3325.1% | $153+656.8% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |