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 | $140,367 | $86,288+62.7% | $111,306+26.1% | $85,851+63.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | -11.83% | 19.99%-31.8pp | 54.67%-66.5pp | 318.63%-330.5pp |
| Employer contribution / active EE | $8,837 | $2,044+332.4% | $2,732+223.5% | $2,565+244.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,966-100.0% | $6,261-100.0% |