Filed October 19, 2017 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,264 | $69,823+400.2% | $76,891+354.2% | $74,478+368.9% |
| Participation rate | 99.6% | 70.0%+29.6pp | 69.6%+30.0pp | 70.7%+28.9pp |
| Annual return | 8.21% | 19.99%-11.8pp | 37.91%-29.7pp | 34.37%-26.2pp |
| Employer contribution / active EE | $6,808 | $2,148+216.9% | $2,534+168.7% | $2,637+158.2% |
| Participant deferral / active EE | $0 | $3,558-100.0% | $3,833-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $398-100.0% | $5,488-100.0% | $347-100.0% |