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 | $120,976 | $86,940+39.1% | $102,434+18.1% | $80,935+49.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 3.57% | 18.89%-15.3pp | 29.46%-25.9pp | 35.66%-32.1pp |
| Employer contribution / active EE | $3,333 | $2,370+40.6% | $3,023+10.2% | $2,757+20.9% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6 | $8,047-99.9% | $9,462-99.9% | $6,924-99.9% |