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 | $49,318 | $73,102-32.5% | $123,553-60.1% | $56,289-12.4% |
| Participation rate | 98.6% | 74.3%+24.3pp | 82.3%+16.3pp | 69.9%+28.7pp |
| Annual return | 13.30% | 3.01%+10.3pp | 119.21%-105.9pp | -9.96%+23.3pp |
| Employer contribution / active EE | $5,986 | $2,977+101.1% | $4,628+29.3% | $2,111+183.5% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $8 | $554-98.5% | $9,284-99.9% | $521-98.4% |