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 | $129,736 | $100,194+29.5% | $122,979+5.5% | $86,983+49.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 4.97% | 16.47%-11.5pp | 20.12%-15.1pp | 25.83%-20.9pp |
| Employer contribution / active EE | $3,411 | $2,326+46.7% | $3,062+11.4% | $2,584+32.0% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $10,148-100.0% | $12,864-100.0% | $7,856-100.0% |