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 | $19,951 | $185,905-89.3% | $170,057-88.3% | $139,487-85.7% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 20.07% | 60.56%-40.5pp | 53.42%-33.3pp | 373.84%-353.8pp |
| Employer contribution / active EE | $2,831 | $7,597-62.7% | $6,790-58.3% | $4,755-40.5% |
| Participant deferral / active EE | $2,893 | $11,627-75.1% | $10,411-72.2% | $6,713-56.9% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |