Filed December 8, 2016
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,304 | $82,979-85.2% | $102,383-88.0% | $77,714-84.2% |
| Participation rate | 91.6% | 71.5%+20.1pp | 74.5%+17.1pp | 70.6%+21.0pp |
| Annual return | 0.00% | 19.11%-19.1pp | 24.94%-24.9pp | 31.26%-31.3pp |
| Employer contribution / active EE | $14,388 | $3,554+304.9% | $3,870+271.8% | $2,727+427.7% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,391-100.0% | $433-100.0% |