Filed June 7, 2016
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,665 | $53,412-68.8% | $68,509-75.7% | $52,331-68.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | 4.14% | 3.42%+0.7pp | 8.27%-4.1pp | 4.54%-0.4pp |
| Employer contribution / active EE | $2,303 | $1,607+43.3% | $2,278+1.1% | $1,882+22.4% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $5,275-100.0% | $592-100.0% |