Filed June 18, 2018
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,838 | $80,731+307.3% | $103,374+218.1% | $74,546+341.1% |
| Participation rate | 99.3% | 65.7%+33.6pp | 74.5%+24.8pp | 67.2%+32.1pp |
| Annual return | 0.91% | 27.56%-26.7pp | 24.89%-24.0pp | 1366.03%-1365.1pp |
| Employer contribution / active EE | $13,873 | $3,158+339.3% | $3,869+258.5% | $2,624+428.6% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |