Filed December 21, 2016
Total covered: 1,658 employees
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 | $116,624 | $105,173+10.9% | $87,102+33.9% | $77,775+50.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 76.9%+23.1pp | 73.2%+26.8pp |
| Annual return | 17.54% | 24.52%-7.0pp | 28.19%-10.7pp | 32.58%-15.0pp |
| Employer contribution / active EE | $3,579 | $2,890+23.8% | $2,521+41.9% | $2,504+42.9% |
| Participant deferral / active EE | $6,944 | $5,048+37.6% | $4,048+71.5% | $3,966+75.1% |
| Admin fee / account holder | $0 | $105-100.0% | $7,493-100.0% | $100-100.0% |