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 | $352,754 | $77,677+354.1% | $109,188+223.1% | $79,389+344.3% |
| Participation rate | 99.4% | 67.8%+31.6pp | 75.9%+23.5pp | 70.7%+28.7pp |
| Annual return | -2.74% | 23.44%-26.2pp | 25.76%-28.5pp | 116.89%-119.6pp |
| Employer contribution / active EE | $16,849 | $2,798+502.1% | $3,723+352.6% | $2,428+594.0% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $626-100.0% |