Filed July 10, 2017 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,094 | $74,347+323.8% | $93,621+236.6% | $67,584+366.2% |
| Participation rate | 99.7% | 80.6%+19.1pp | 75.8%+23.9pp | 71.3%+28.5pp |
| Annual return | 17.28% | 28.07%-10.8pp | 32.76%-15.5pp | 378.59%-361.3pp |
| Employer contribution / active EE | $17,418 | $2,583+574.3% | $2,719+540.7% | $2,148+710.9% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,070-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,890-100.0% | $142-100.0% |