Filed January 12, 2017 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,198 | $51,223-17.6% | $82,763-49.0% | $66,949-37.0% |
| Participation rate | 94.5% | 67.9%+26.6pp | 72.6%+22.0pp | 69.8%+24.7pp |
| Annual return | -13.31% | -9.85%-3.5pp | 702.45%-715.8pp | 1.57%-14.9pp |
| Employer contribution / active EE | $103 | $2,611-96.0% | $3,008-96.6% | $2,545-95.9% |
| Participant deferral / active EE | $2,308 | $3,460-33.3% | $4,395-47.5% | $4,239-45.6% |
| Admin fee / account holder | $10 | $415-97.6% | $5,325-99.8% | $594-98.3% |