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 | $63,258 | $91,474-30.8% | $135,982-53.5% | $71,529-11.6% |
| Participation rate | 96.9% | 75.7%+21.2pp | 81.9%+15.0pp | 67.9%+29.0pp |
| Annual return | 3.52% | 29.89%-26.4pp | 68.32%-64.8pp | 28.97%-25.5pp |
| Employer contribution / active EE | $5,699 | $3,705+53.8% | $4,859+17.3% | $2,590+120.1% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $13 | $1,267-98.9% | $10,767-99.9% | $1,588-99.2% |