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 | $21,264 | $71,534-70.3% | $98,462-78.4% | $71,529-70.3% |
| Participation rate | 99.4% | 72.7%+26.8pp | 75.2%+24.3pp | 67.9%+31.5pp |
| Annual return | 37.41% | 32.44%+5.0pp | 21.17%+16.2pp | 28.97%+8.4pp |
| Employer contribution / active EE | $3,942 | $2,399+64.3% | $3,049+29.3% | $2,590+52.2% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,677-100.0% | $8,875-100.0% | $1,588-100.0% |