Filed March 29, 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 | $64,258 | $101,539-36.7% | $147,041-56.3% | $74,400-13.6% |
| Participation rate | 96.9% | 75.5%+21.4pp | 82.2%+14.7pp | 67.2%+29.7pp |
| Annual return | 12.51% | 8740.84%-8728.3pp | 419.21%-406.7pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $2,988 | $3,811-21.6% | $4,935-39.4% | $2,624+13.9% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $15 | $1,749-99.1% | $13,006-99.9% | $1,944-99.2% |