Filed February 22, 2016 (most recent of 4 filings on file)
Total covered: 9,838 employees
Employer contribution per participant 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 | $4,970 | $82,422-94.0% | $67,652-92.7% | $67,505-92.6% |
| Participation rate | 97.3% | 84.2%+13.1pp | 75.7%+21.6pp | 71.2%+26.0pp |
| Annual return | 2.11% | 12.72%-10.6pp | 6625.40%-6623.3pp | 6.52%-4.4pp |
| Employer contribution / active EE | $241 | $2,879-91.6% | $2,266-89.4% | $2,173-88.9% |
| Participant deferral / active EE | $0 | $5,020-100.0% | $3,560-100.0% | $3,597-100.0% |
| Admin fee / account holder | $1 | $53-98.8% | $4,821-100.0% | $56-98.8% |