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 | $86,394 | $84,784+1.9% | $98,461-12.3% | $74,460+16.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | -12.54% | 20.59%-33.1pp | 21.17%-33.7pp | 34.38%-46.9pp |
| Employer contribution / active EE | $10,663 | $3,364+217.0% | $3,049+249.8% | $2,638+304.2% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,961-100.0% | $348-100.0% |