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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,071 | $159,391-23.4% | $102,460+19.1% | $99,313+22.9% |
| Participation rate | 98.1% | 88.6%+9.5pp | 76.5%+21.6pp | 71.7%+26.4pp |
| Annual return | -15.54% | 19.03%-34.6pp | 29.47%-45.0pp | 17.67%-33.2pp |
| Employer contribution / active EE | $2,982 | $4,207-29.1% | $3,025-1.4% | $3,264-8.6% |
| Participant deferral / active EE | $5,866 | $7,498-21.8% | $5,056+16.0% | $5,346+9.7% |
| Admin fee / account holder | $14 | $159-91.3% | $9,460-99.9% | $109-87.3% |