Filed August 10, 2016
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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 | $78,883 | $92,186-14.4% | $105,624-25.3% | $77,762+1.4% |
| Participation rate | 99.7% | 81.0%+18.7pp | 75.3%+24.4pp | 70.6%+29.1pp |
| Annual return | -6.56% | 17.83%-24.4pp | 116.20%-122.8pp | 31.27%-37.8pp |
| Employer contribution / active EE | $10,479 | $3,376+210.4% | $3,168+230.8% | $2,728+284.1% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $2 | $219-99.0% | $10,961-100.0% | $433-99.5% |