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 | $76,900 | $61,172+25.7% | $185,851-58.6% | $79,389-3.1% |
| Participation rate | 98.5% | 66.6%+31.8pp | 81.7%+16.8pp | 70.7%+27.8pp |
| Annual return | 0.46% | 19.45%-19.0pp | 122.11%-121.6pp | 116.89%-116.4pp |
| Employer contribution / active EE | $5,804 | $2,321+150.1% | $5,168+12.3% | $2,428+139.1% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,245-100.0% | $626-100.0% |