Filed February 5, 2018
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Employer 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 | $75,736 | $34,634+118.7% | $77,100-1.8% | $64,824+16.8% |
| Participation rate | 98.1% | 49.8%+48.3pp | 67.9%+30.2pp | 71.5%+26.6pp |
| Annual return | 18.60% | -5.31%+23.9pp | 42.35%-23.8pp | 32.84%-14.2pp |
| Employer contribution / active EE | $19 | $1,385-98.6% | $2,815-99.3% | $2,507-99.2% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $4,430-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $178-100.0% | $5,443-100.0% | $188-100.0% |