Filed September 13, 2017
Total covered: 78 employees
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $182,702 | $187,277-2.4% | $112,977+61.7% | $90,274+102.4% |
| Participation rate | 96.2% | 91.6%+4.6pp | 82.6%+13.6pp | 73.4%+22.8pp |
| Annual return | -0.31% | 26.33%-26.6pp | 24.24%-24.5pp | 53.97%-54.3pp |
| Employer contribution / active EE | $4,137 | $5,263-21.4% | $4,255-2.8% | $2,523+63.9% |
| Participant deferral / active EE | $6,028 | $8,833-31.8% | $5,836+3.3% | $4,231+42.5% |
| Admin fee / account holder | -$26 | $102-126.0% | $6,294-100.4% | $114-123.2% |