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 | $9,196 | $144,879-93.7% | $111,319-91.7% | $93,010-90.1% |
| Participation rate | 99.9% | 86.1%+13.7pp | 77.3%+22.6pp | 73.9%+26.0pp |
| Annual return | 7.16% | 18.11%-10.9pp | 54.68%-47.5pp | 158.70%-151.5pp |
| Employer contribution / active EE | $1,465 | $3,052-52.0% | $2,732-46.4% | $2,705-45.9% |
| Participant deferral / active EE | $0 | $5,576-100.0% | $4,488-100.0% | $4,561-100.0% |
| Admin fee / account holder | $1 | $104-98.8% | $7,966-100.0% | $152-99.2% |