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 | $132,966 | $80,983+64.2% | $96,544+37.7% | $75,177+76.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 6.82% | 27.05%-20.2pp | 25.88%-19.1pp | 160.75%-153.9pp |
| Employer contribution / active EE | $3,452 | $2,282+51.2% | $2,966+16.4% | $2,671+29.2% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10 | $6,717-99.9% | $8,254-99.9% | $5,651-99.8% |