Filed February 22, 2016 (most recent of 4 filings on file)
Total covered: 9,838 employees
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,348 | $111,064-84.4% | $67,652-74.4% | $69,651-75.1% |
| Participation rate | 98.8% | 86.0%+12.8pp | 75.7%+23.2pp | 66.6%+32.3pp |
| Annual return | -0.16% | 2.77%-2.9pp | 6625.40%-6625.6pp | 53.77%-53.9pp |
| Employer contribution / active EE | $2,853 | $3,328-14.3% | $2,266+25.9% | $2,241+27.3% |
| Participant deferral / active EE | $0 | $6,396-100.0% | $3,560-100.0% | $3,635-100.0% |
| Admin fee / account holder | $2 | $72-97.7% | $4,821-100.0% | $63-97.4% |