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 | $25,510 | $227,291-88.8% | $214,702-88.1% | $155,188-83.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 21.28% | 60.08%-38.8pp | 54.55%-33.3pp | 148.84%-127.6pp |
| Employer contribution / active EE | $2,562 | $6,772-62.2% | $6,461-60.3% | $4,248-39.7% |
| Participant deferral / active EE | $1,856 | $9,582-80.6% | $9,147-79.7% | $6,531-71.6% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |