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 | $50,803 | $99,957-49.2% | $149,745-66.1% | $73,497-30.9% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.5%+16.9pp | 70.7%+28.7pp |
| Annual return | 14.84% | 53.87%-39.0pp | 276.72%-261.9pp | 28.51%-13.7pp |
| Employer contribution / active EE | $5,389 | $3,191+68.9% | $4,646+16.0% | $2,270+137.4% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10 | $551-98.1% | $9,312-99.9% | $513-98.0% |