Filed June 24, 2016
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Annual investment return 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 | $109,037 | $48,078+126.8% | $78,676+38.6% | $62,881+73.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 3.60% | 31.36%-27.8pp | 62.19%-58.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $11,294 | $2,015+460.6% | $2,850+296.3% | $2,281+395.2% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8 | $3,206-99.7% | $4,510-99.8% | $4,296-99.8% |