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 | $70,863 | $105,173-32.6% | $87,102-18.6% | $77,775-8.9% |
| Participation rate | 86.6% | 85.8%+0.8pp | 76.9%+9.8pp | 73.2%+13.4pp |
| Annual return | 28.47% | 24.52%+3.9pp | 28.19%+0.3pp | 32.58%-4.1pp |
| Employer contribution / active EE | $342 | $2,890-88.2% | $2,521-86.4% | $2,504-86.3% |
| Participant deferral / active EE | $3,049 | $5,048-39.6% | $4,048-24.7% | $3,966-23.1% |
| Admin fee / account holder | $3 | $105-96.8% | $7,493-100.0% | $100-96.7% |