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 | $91,885 | $155,795-41.0% | $136,298-32.6% | $69,631+32.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 5.58% | 232464.33%-232458.7pp | 5156.27%-5150.7pp | 27571.02%-27565.4pp |
| Employer contribution / active EE | $7,451 | $2,991+149.1% | $4,696+58.7% | $2,032+266.7% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |