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 | $18,116 | $184,000-90.2% | $162,185-88.8% | $152,909-88.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.64% | 150.80%-126.2pp | 115.61%-91.0pp | 345.46%-320.8pp |
| Employer contribution / active EE | $2,607 | $6,370-59.1% | $5,613-53.6% | $4,764-45.3% |
| Participant deferral / active EE | $2,584 | $8,033-67.8% | $7,297-64.6% | $5,851-55.8% |
| Admin fee / account holder | $219 | $13,124-98.3% | $10,844-98.0% | $11,601-98.1% |