Filed April 15, 2018
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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 | $42,537 | $55,457-23.3% | $76,119-44.1% | $77,736-45.3% |
| Participation rate | 99.0% | 63.6%+35.4pp | 69.1%+29.9pp | 70.6%+28.4pp |
| Annual return | -6.21% | 17.09%-23.3pp | 361.25%-367.5pp | 31.26%-37.5pp |
| Employer contribution / active EE | $1,346 | $1,792-24.9% | $2,693-50.0% | $2,728-50.7% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $4,259-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $6,421-100.0% | $433-100.0% |