Filed October 11, 2016
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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 | $111,847 | $106,230+5.3% | $147,080-24.0% | $77,736+43.9% |
| Participation rate | 99.8% | 78.4%+21.4pp | 82.2%+17.6pp | 70.6%+29.2pp |
| Annual return | 5.02% | 56.91%-51.9pp | 420.17%-415.1pp | 31.26%-26.2pp |
| Employer contribution / active EE | $11,574 | $4,072+184.2% | $4,933+134.6% | $2,728+324.3% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $23 | $338-93.2% | $12,989-99.8% | $433-94.7% |