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 | $93,572 | $143,368-34.7% | $87,102+7.4% | $89,609+4.4% |
| Participation rate | 89.0% | 88.2%+0.8pp | 76.9%+12.1pp | 69.6%+19.4pp |
| Annual return | 28.59% | 28.55%0pp | 28.19%+0.4pp | 33.65%-5.1pp |
| Employer contribution / active EE | $1,570 | $4,012-60.9% | $2,521-37.7% | $2,584-39.2% |
| Participant deferral / active EE | $5,463 | $7,129-23.4% | $4,048+34.9% | $4,222+29.4% |
| Admin fee / account holder | $4 | $61-92.7% | $7,493-99.9% | $72-93.8% |