Filed January 15, 2016
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Participant contribution per participant 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 | $134,049 | $47,922+179.7% | $75,900+76.6% | $65,186+105.6% |
| Participation rate | 96.7% | 63.0%+33.7pp | 69.3%+27.4pp | 70.2%+26.5pp |
| Annual return | 49.16% | 24.12%+25.0pp | 30.73%+18.4pp | 29.39%+19.8pp |
| Employer contribution / active EE | $8,965 | $1,557+475.7% | $2,501+258.4% | $2,177+311.8% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,604-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $532-100.0% | $5,421-100.0% | $847-100.0% |