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 | $87,930 | $100,801-12.8% | $149,730-41.3% | $73,412+19.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 12.99% | 265.34%-252.3pp | 276.70%-263.7pp | 59.30%-46.3pp |
| Employer contribution / active EE | $8,143 | $3,312+145.9% | $4,645+75.3% | $2,234+264.6% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,310-100.0% | $158-100.0% |