Filed September 12, 2017
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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 | $37,830 | $73,404-48.5% | $87,102-56.6% | $67,579-44.0% |
| Participation rate | 99.2% | 80.9%+18.3pp | 76.9%+22.3pp | 71.3%+27.9pp |
| Annual return | 6.77% | 48.29%-41.5pp | 28.19%-21.4pp | 378.56%-371.8pp |
| Employer contribution / active EE | $6,998 | $2,014+247.5% | $2,521+177.5% | $2,148+225.8% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,048-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,491-100.0% | $142-100.0% |