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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,163 | $71,957-30.3% | $67,652-25.9% | $59,188-15.2% |
| Participation rate | 80.4% | 82.7%-2.3pp | 75.7%+4.7pp | 69.4%+11.0pp |
| Annual return | 1.55% | 8.53%-7.0pp | 6625.40%-6623.8pp | 5.51%-4.0pp |
| Employer contribution / active EE | $676 | $2,432-72.2% | $2,266-70.2% | $2,098-67.8% |
| Participant deferral / active EE | $3,453 | $4,211-18.0% | $3,560-3.0% | $3,265+5.8% |
| Admin fee / account holder | $5 | $64-92.6% | $4,821-99.9% | $92-94.9% |