Filed February 22, 2016 (most recent of 4 filings on file)
Total covered: 9,838 employees
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 | $321,767 | $164,350+95.8% | $95,968+235.3% | $106,273+202.8% |
| Participation rate | 99.6% | 90.5%+9.1pp | 77.1%+22.5pp | 70.8%+28.8pp |
| Annual return | 9.61% | 14.56%-5.0pp | 91.65%-82.0pp | 21.70%-12.1pp |
| Employer contribution / active EE | $10,438 | $4,292+143.2% | $2,542+310.7% | $2,722+283.4% |
| Participant deferral / active EE | $12,026 | $7,854+53.1% | $4,167+188.6% | $4,601+161.4% |
| Admin fee / account holder | $26 | $65-60.5% | $6,798-99.6% | $78-67.0% |