Filed October 2, 2015
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,773 | $153,769-93.0% | $133,975-92.0% | $273,972-96.1% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 8.73% | 36.51%-27.8pp | 29.29%-20.6pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,820 | $6,029-69.8% | $5,211-65.1% | $4,869-62.6% |
| Participant deferral / active EE | $1,196 | $6,958-82.8% | $6,282-81.0% | $5,287-77.4% |
| Admin fee / account holder | $172 | $11,765-98.5% | $9,324-98.2% | $10,133-98.3% |