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.
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 | $25,385 | $144,879-82.5% | $111,319-77.2% | $93,010-72.7% |
| Participation rate | 99.7% | 86.1%+13.5pp | 77.3%+22.3pp | 73.9%+25.8pp |
| Annual return | -1.04% | 18.11%-19.1pp | 54.68%-55.7pp | 158.70%-159.7pp |
| Employer contribution / active EE | $2,217 | $3,052-27.4% | $2,732-18.9% | $2,705-18.1% |
| Participant deferral / active EE | $0 | $5,576-100.0% | $4,488-100.0% | $4,561-100.0% |
| Admin fee / account holder | $3 | $104-96.8% | $7,966-100.0% | $152-97.8% |