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 | $91,162 | $61,391+48.5% | $149,723-39.1% | $71,529+27.4% |
| Participation rate | 97.9% | 62.5%+35.4pp | 78.8%+19.1pp | 67.9%+30.0pp |
| Annual return | 3.44% | 35.88%-32.4pp | 134.50%-131.1pp | 28.97%-25.5pp |
| Employer contribution / active EE | $6,999 | $2,384+193.6% | $4,821+45.2% | $2,590+170.2% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,264-100.0% | $13,215-100.0% | $1,588-100.0% |