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 | $7,902 | $176,471-95.5% | $95,968-91.8% | $90,274-91.2% |
| Participation rate | 95.8% | 86.6%+9.2pp | 77.1%+18.7pp | 73.4%+22.4pp |
| Annual return | 14.13% | 20.15%-6.0pp | 91.65%-77.5pp | 53.97%-39.8pp |
| Employer contribution / active EE | $1,313 | $2,783-52.8% | $2,542-48.4% | $2,523-48.0% |
| Participant deferral / active EE | $0 | $5,325-100.0% | $4,167-100.0% | $4,231-100.0% |
| Admin fee / account holder | $1 | $154-99.1% | $6,798-100.0% | $114-98.8% |