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 | $97,357 | $164,350-40.8% | $95,968+1.4% | $106,273-8.4% |
| Participation rate | 90.7% | 90.5%+0.2pp | 77.1%+13.6pp | 70.8%+19.9pp |
| Annual return | 8.57% | 14.56%-6.0pp | 91.65%-83.1pp | 21.70%-13.1pp |
| Employer contribution / active EE | $1,769 | $4,292-58.8% | $2,542-30.4% | $2,722-35.0% |
| Participant deferral / active EE | $5,912 | $7,854-24.7% | $4,167+41.9% | $4,601+28.5% |
| Admin fee / account holder | $8 | $65-87.6% | $6,798-99.9% | $78-89.6% |