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 | $130,175 | $110,258+18.1% | $102,460+27.0% | $200,096-34.9% |
| Participation rate | 96.6% | 86.3%+10.3pp | 76.5%+20.0pp | 72.0%+24.5pp |
| Annual return | 12.23% | 35.78%-23.6pp | 29.47%-17.2pp | 34.26%-22.0pp |
| Employer contribution / active EE | $5,175 | $3,605+43.6% | $3,025+71.1% | $3,038+70.4% |
| Participant deferral / active EE | $8,538 | $6,377+33.9% | $5,056+68.9% | $5,090+67.7% |
| Admin fee / account holder | $0 | $122-100.0% | $9,460-100.0% | $269-100.0% |