Filed February 22, 2016 (most recent of 4 filings on file)
Total covered: 9,838 employees
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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 | $324,586 | $161,802+100.6% | $96,544+236.2% | $96,393+236.7% |
| Participation rate | 98.8% | 92.5%+6.4pp | 76.0%+22.8pp | 71.3%+27.5pp |
| Annual return | 11.24% | 18.41%-7.2pp | 25.88%-14.6pp | 22.88%-11.6pp |
| Employer contribution / active EE | $11,035 | $5,381+105.1% | $2,966+272.0% | $3,239+240.7% |
| Participant deferral / active EE | $12,626 | $8,927+41.4% | $4,851+160.3% | $5,455+131.5% |
| Admin fee / account holder | $36 | $61-40.6% | $8,254-99.6% | $74-51.0% |