Filed April 27, 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 | $94,933 | $55,423+71.3% | $155,602-39.0% | $74,400+27.6% |
| Participation rate | 99.3% | 61.9%+37.4pp | 78.2%+21.1pp | 67.2%+32.1pp |
| Annual return | 6.02% | 269.07%-263.1pp | 64.81%-58.8pp | 1367.51%-1361.5pp |
| Employer contribution / active EE | $5,100 | $2,266+125.1% | $4,675+9.1% | $2,624+94.3% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,744-100.0% | $15,923-100.0% | $1,944-100.0% |