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 | $61,489 | $88,730-30.7% | $82,312-25.3% | $77,958-21.1% |
| Participation rate | 77.4% | 84.5%-7.1pp | 76.9%+0.5pp | 71.6%+5.8pp |
| Annual return | 18.21% | 20.88%-2.7pp | 25.88%-7.7pp | 20.87%-2.7pp |
| Employer contribution / active EE | $312 | $2,758-88.7% | $2,428-87.1% | $2,310-86.5% |
| Participant deferral / active EE | $3,021 | $4,634-34.8% | $3,706-18.5% | $3,537-14.6% |
| Admin fee / account holder | $4 | $74-94.7% | $5,608-99.9% | $97-96.0% |