Filed January 9, 2017
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,770 | $84,499-88.4% | $125,391-92.2% | $66,949-85.4% |
| Participation rate | 95.1% | 76.4%+18.6pp | 82.4%+12.7pp | 69.8%+25.2pp |
| Annual return | 1.30% | -8.49%+9.8pp | 572.41%-571.1pp | 1.57%-0.3pp |
| Employer contribution / active EE | $1,345 | $3,554-62.2% | $4,816-72.1% | $2,545-47.2% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |