Filed August 10, 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 | $93,891 | $65,223+44.0% | $80,022+17.3% | $55,725+68.5% |
| Participation rate | 99.7% | 80.6%+19.2pp | 75.8%+23.9pp | 70.9%+28.9pp |
| Annual return | 41.40% | 7.59%+33.8pp | 11.22%+30.2pp | 244.93%-203.5pp |
| Employer contribution / active EE | $1,362 | $2,544-46.4% | $2,468-44.8% | $2,078-34.4% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $6,521-100.0% | $115-100.0% |