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 | $136,296 | $185,342-26.5% | $111,319+22.4% | $86,828+57.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 11.71% | 500.80%-489.1pp | 54.68%-43.0pp | 97.95%-86.2pp |
| Employer contribution / active EE | $3,994 | $2,246+77.8% | $2,732+46.2% | $2,406+66.0% |
| Participant deferral / active EE | $8,739 | $4,458+96.0% | $4,488+94.7% | $4,132+111.5% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |