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 | $96,171 | $138,331-30.5% | $86,717+10.9% | $89,433+7.5% |
| Participation rate | 94.0% | 88.9%+5.1pp | 76.6%+17.4pp | 71.3%+22.7pp |
| Annual return | -3.73% | -11.72%+8.0pp | 35.97%-39.7pp | -11.88%+8.2pp |
| Employer contribution / active EE | $1,823 | $4,812-62.1% | $2,837-35.8% | $3,021-39.7% |
| Participant deferral / active EE | $5,809 | $8,027-27.6% | $4,657+24.7% | $5,125+13.3% |
| Admin fee / account holder | $13 | $64-80.4% | $7,494-99.8% | $79-84.2% |