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 | $56,354 | $52,967+6.4% | $172,753-67.4% | $65,186-13.5% |
| Participation rate | 98.5% | 66.2%+32.3pp | 82.6%+15.9pp | 70.2%+28.3pp |
| Annual return | 5.00% | 30.12%-25.1pp | 803.00%-798.0pp | 29.39%-24.4pp |
| Employer contribution / active EE | $4,955 | $2,190+126.2% | $5,144-3.7% | $2,177+127.6% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |