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 | $132,742 | $86,288+53.8% | $111,306+19.3% | $85,851+54.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 6.13% | 19.99%-13.9pp | 54.67%-48.5pp | 318.63%-312.5pp |
| Employer contribution / active EE | $3,830 | $2,044+87.4% | $2,732+40.2% | $2,565+49.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9 | $8,189-99.9% | $7,966-99.9% | $6,261-99.9% |