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 | $44,697 | $80,753-44.6% | $136,298-67.2% | $62,293-28.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 33.72% | 35.83%-2.1pp | 5156.27%-5122.5pp | 28.90%+4.8pp |
| Employer contribution / active EE | $7,493 | $2,884+159.8% | $4,696+59.6% | $2,042+266.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $9 | $525-98.2% | $9,244-99.9% | $479-98.0% |