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 | $382,069 | $63,114+505.4% | $92,915+311.2% | $65,186+486.1% |
| Participation rate | 99.4% | 68.8%+30.6pp | 76.0%+23.3pp | 70.2%+29.2pp |
| Annual return | 10.81% | 28.75%-17.9pp | 109.45%-98.6pp | 29.39%-18.6pp |
| Employer contribution / active EE | $15,903 | $2,571+518.7% | $3,653+335.3% | $2,177+630.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |