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 | $22,414 | $105,173-78.7% | $87,102-74.3% | $77,775-71.2% |
| Participation rate | 98.9% | 85.8%+13.1pp | 76.9%+22.1pp | 73.2%+25.7pp |
| Annual return | 25.29% | 24.52%+0.8pp | 28.19%-2.9pp | 32.58%-7.3pp |
| Employer contribution / active EE | $1,762 | $2,890-39.0% | $2,521-30.1% | $2,504-29.6% |
| Participant deferral / active EE | $0 | $5,048-100.0% | $4,048-100.0% | $3,966-100.0% |
| Admin fee / account holder | $1 | $105-99.0% | $7,493-100.0% | $100-98.9% |