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 | $344,834 | $171,796+100.7% | $111,319+209.8% | $106,520+223.7% |
| Participation rate | 99.6% | 88.6%+11.1pp | 77.3%+22.3pp | 71.3%+28.3pp |
| Annual return | 11.04% | 18.62%-7.6pp | 54.68%-43.6pp | 19.28%-8.2pp |
| Employer contribution / active EE | $10,780 | $4,687+130.0% | $2,732+294.6% | $2,840+279.5% |
| Participant deferral / active EE | $12,560 | $7,845+60.1% | $4,488+179.9% | $4,948+153.8% |
| Admin fee / account holder | $39 | $69-43.6% | $7,966-99.5% | $75-47.5% |