Filed January 4, 2018 (most recent of 3 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 | $61,987 | $65,582-5.5% | $64,101-3.3% | $71,511-13.3% |
| Participation rate | 85.5% | 73.2%+12.3pp | 72.3%+13.2pp | 67.9%+17.5pp |
| Annual return | 6.70% | 18.96%-12.3pp | 33.72%-27.0pp | 28.86%-22.2pp |
| Employer contribution / active EE | $4,364 | $2,671+63.4% | $2,749+58.8% | $2,589+68.5% |
| Participant deferral / active EE | $5,518 | $3,628+52.1% | $3,881+42.2% | $4,291+28.6% |
| Admin fee / account holder | $20 | $616-96.8% | $3,070-99.3% | $1,588-98.7% |