Filed February 23, 2018 (most recent of 2 filings on file)
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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 | $58,936 | $79,181-25.6% | $102,423-42.5% | $74,429-20.8% |
| Participation rate | 99.5% | 74.8%+24.7pp | 76.5%+23.0pp | 67.2%+32.2pp |
| Annual return | 9.12% | 54.97%-45.9pp | 29.42%-20.3pp | 1368.38%-1359.3pp |
| Employer contribution / active EE | $5,449 | $2,362+130.7% | $3,023+80.3% | $2,625+107.6% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |