Filed February 5, 2018
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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 | $64,552 | $38,365+68.3% | $84,637-23.7% | $65,186-1.0% |
| Participation rate | 97.3% | 55.7%+41.7pp | 68.2%+29.1pp | 70.2%+27.1pp |
| Annual return | 59.64% | 32.00%+27.6pp | 258.82%-199.2pp | 29.39%+30.3pp |
| Employer contribution / active EE | $3,525 | $1,258+180.1% | $2,653+32.8% | $2,177+61.9% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,900-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $451-100.0% | $4,914-100.0% | $847-100.0% |