Filed February 22, 2016 (most recent of 4 filings on file)
Total covered: 9,838 employees
Employer contribution per participant 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 | $95,245 | $111,064-14.2% | $67,652+40.8% | $69,651+36.7% |
| Participation rate | 87.1% | 86.0%+1.1pp | 75.7%+11.5pp | 66.6%+20.6pp |
| Annual return | 4.02% | 2.77%+1.3pp | 6625.40%-6621.4pp | 53.77%-49.7pp |
| Employer contribution / active EE | $1,089 | $3,328-67.3% | $2,266-52.0% | $2,241-51.4% |
| Participant deferral / active EE | $3,620 | $6,396-43.4% | $3,560+1.7% | $3,635-0.4% |
| Admin fee / account holder | $9 | $72-87.8% | $4,821-99.8% | $63-86.1% |