Filed February 22, 2016 (most recent of 4 filings on file)
Total covered: 9,838 employees
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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 | $122,071 | $159,391-23.4% | $102,423+19.2% | $99,269+23.0% |
| Participation rate | 98.1% | 88.6%+9.5pp | 76.5%+21.6pp | 71.7%+26.4pp |
| Annual return | -15.54% | 19.03%-34.6pp | 29.42%-45.0pp | 17.66%-33.2pp |
| Employer contribution / active EE | $2,982 | $4,207-29.1% | $3,023-1.4% | $3,265-8.7% |
| Participant deferral / active EE | $5,866 | $7,498-21.8% | $5,054+16.1% | $5,344+9.8% |
| Admin fee / account holder | $14 | $159-91.3% | $9,455-99.9% | $109-87.3% |