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 | $7,613 | $130,052-94.1% | $86,717-91.2% | $77,906-90.2% |
| Participation rate | 99.9% | 85.9%+14.0pp | 76.6%+23.3pp | 73.7%+26.2pp |
| Annual return | -12.39% | -12.73%+0.3pp | 35.97%-48.4pp | 12.16%-24.5pp |
| Employer contribution / active EE | $1,456 | $3,214-54.7% | $2,837-48.7% | $2,846-48.8% |
| Participant deferral / active EE | $0 | $5,741-100.0% | $4,657-100.0% | $4,805-100.0% |
| Admin fee / account holder | $1 | $132-98.9% | $7,494-100.0% | $133-98.9% |