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 | $4,732 | $143,368-96.7% | $87,102-94.6% | $89,609-94.7% |
| Participation rate | 97.5% | 88.2%+9.2pp | 76.9%+20.6pp | 69.6%+27.9pp |
| Annual return | 25.25% | 28.55%-3.3pp | 28.19%-2.9pp | 33.65%-8.4pp |
| Employer contribution / active EE | $248 | $4,012-93.8% | $2,521-90.2% | $2,584-90.4% |
| Participant deferral / active EE | $0 | $7,129-100.0% | $4,048-100.0% | $4,222-100.0% |
| Admin fee / account holder | $0 | $61-99.6% | $7,493-100.0% | $72-99.7% |