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 | $4,833 | $71,957-93.3% | $67,652-92.9% | $59,188-91.8% |
| Participation rate | 92.6% | 82.7%+9.9pp | 75.7%+16.9pp | 69.4%+23.2pp |
| Annual return | -0.21% | 8.53%-8.7pp | 6625.40%-6625.6pp | 5.51%-5.7pp |
| Employer contribution / active EE | $1,220 | $2,432-49.8% | $2,266-46.2% | $2,098-41.9% |
| Participant deferral / active EE | $0 | $4,211-100.0% | $3,560-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $64-99.3% | $4,821-100.0% | $92-99.5% |