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 | $123,299 | $56,894+116.7% | $84,753+45.5% | $62,881+96.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 60.99% | 6.30%+54.7pp | 22.78%+38.2pp | 20.14%+40.8pp |
| Employer contribution / active EE | $10,156 | $2,400+323.2% | $3,574+184.1% | $2,281+345.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |