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 | $136,625 | $72,486+88.5% | $87,103+56.9% | $72,976+87.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 4.45% | 24.46%-20.0pp | 28.19%-23.7pp | 81.02%-76.6pp |
| Employer contribution / active EE | $3,830 | $1,894+102.3% | $2,521+51.9% | $2,440+57.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9 | $5,055-99.8% | $7,491-99.9% | $5,124-99.8% |