Filed November 18, 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 | $121,490 | $95,352+27.4% | $135,925-10.6% | $74,434+63.2% |
| Participation rate | 99.0% | 78.2%+20.8pp | 81.9%+17.1pp | 70.7%+28.2pp |
| Annual return | 7.14% | 32.74%-25.6pp | 68.25%-61.1pp | 34.37%-27.2pp |
| Employer contribution / active EE | $10,273 | $3,877+165.0% | $4,857+111.5% | $2,638+289.4% |
| Participant deferral / active EE | $0 | $7,786-100.0% | $7,759-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,764-100.0% | $348-100.0% |