Filed November 17, 2017
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Annual investment return 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 | $135,353 | $86,922+55.7% | $102,438+32.1% | $80,874+67.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | -4.81% | 18.90%-23.7pp | 29.37%-34.2pp | 35.62%-40.4pp |
| Employer contribution / active EE | $16,718 | $2,369+605.6% | $3,024+452.9% | $2,756+506.7% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,050-100.0% | $9,448-100.0% | $6,935-100.0% |