Filed December 12, 2016
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Participant 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 | $73,321 | $50,464+45.3% | $75,784-3.3% | $52,331+40.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 53.63% | 1.03%+52.6pp | 9.68%+44.0pp | 4.54%+49.1pp |
| Employer contribution / active EE | $2,082 | $1,988+4.7% | $3,323-37.4% | $1,882+10.6% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |