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 | $183,968-90.2% | $162,166-88.8% | $152,870-88.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.64% | 150.77%-126.1pp | 115.59%-90.9pp | 345.34%-320.7pp |
| Employer contribution / active EE | $2,607 | $6,371-59.1% | $5,614-53.6% | $4,763-45.3% |
| Participant deferral / active EE | $2,584 | $8,034-67.8% | $7,298-64.6% | $5,850-55.8% |
| Admin fee / account holder | $219 | $13,121-98.3% | $10,842-98.0% | $11,597-98.1% |