Filed May 10, 2018
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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 | $137,724 | $76,112+80.9% | $96,534+42.7% | $71,511+92.6% |
| Participation rate | 90.1% | 74.4%+15.7pp | 76.0%+14.1pp | 67.9%+22.1pp |
| Annual return | 10.98% | 22.81%-11.8pp | 25.88%-14.9pp | 28.86%-17.9pp |
| Employer contribution / active EE | $8,411 | $2,248+274.2% | $2,965+183.6% | $2,589+224.9% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,253-100.0% | $1,588-100.0% |