Filed June 1, 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 | $115,752 | $86,692+33.5% | $119,634-3.2% | $66,949+72.9% |
| Participation rate | 74.1% | 75.6%-1.5pp | 79.3%-5.2pp | 69.8%+4.3pp |
| Annual return | -21.21% | -8.00%-13.2pp | -14.98%-6.2pp | 1.57%-22.8pp |
| Employer contribution / active EE | $10,639 | $2,536+319.5% | $4,232+151.4% | $2,545+318.0% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |