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 | $103,430 | $171,796-39.8% | $111,319-7.1% | $106,520-2.9% |
| Participation rate | 90.9% | 88.6%+2.3pp | 77.3%+13.6pp | 71.3%+19.6pp |
| Annual return | 9.59% | 18.62%-9.0pp | 54.68%-45.1pp | 19.28%-9.7pp |
| Employer contribution / active EE | $1,988 | $4,687-57.6% | $2,732-27.2% | $2,840-30.0% |
| Participant deferral / active EE | $6,395 | $7,845-18.5% | $4,488+42.5% | $4,948+29.3% |
| Admin fee / account holder | $12 | $69-82.7% | $7,966-99.8% | $75-83.9% |