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 | $119,193 | $104,544+14.0% | $96,534+23.5% | $80,157+48.7% |
| Participation rate | 98.3% | 86.4%+12.0pp | 76.0%+22.4pp | 72.9%+25.4pp |
| Annual return | 14.40% | 21.79%-7.4pp | 25.88%-11.5pp | 40.39%-26.0pp |
| Employer contribution / active EE | $4,480 | $3,527+27.0% | $2,965+51.1% | $2,977+50.5% |
| Participant deferral / active EE | $7,604 | $6,170+23.2% | $4,851+56.7% | $5,015+51.6% |
| Admin fee / account holder | $0 | $107-100.0% | $8,253-100.0% | $145-100.0% |