Filed March 29, 2017
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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 | $42,751 | $70,002-38.9% | $115,038-62.8% | $52,331-18.3% |
| Participation rate | 98.7% | 72.1%+26.6pp | 81.4%+17.3pp | 68.1%+30.6pp |
| Annual return | 9.22% | 4.04%+5.2pp | 26.14%-16.9pp | 4.54%+4.7pp |
| Employer contribution / active EE | $3,657 | $2,715+34.7% | $4,608-20.6% | $1,882+94.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $12 | $566-97.9% | $8,175-99.9% | $592-98.0% |