Filed December 21, 2016
Total covered: 1,658 employees
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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 | $130,175 | $110,282+18.0% | $102,434+27.1% | $199,960-34.9% |
| Participation rate | 96.6% | 86.3%+10.3pp | 76.5%+20.0pp | 72.0%+24.6pp |
| Annual return | 12.23% | 35.75%-23.5pp | 29.46%-17.2pp | 34.28%-22.1pp |
| Employer contribution / active EE | $5,175 | $3,603+43.6% | $3,023+71.2% | $3,036+70.5% |
| Participant deferral / active EE | $8,538 | $6,376+33.9% | $5,055+68.9% | $5,087+67.8% |
| Admin fee / account holder | $0 | $122-100.0% | $9,462-100.0% | $269-100.0% |