Filed January 12, 2017 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,269 | $51,620-2.6% | $90,324-44.3% | $65,186-22.9% |
| Participation rate | 95.6% | 68.6%+27.0pp | 73.3%+22.3pp | 70.2%+25.4pp |
| Annual return | 16.70% | 24.94%-8.2pp | 78.15%-61.5pp | 29.39%-12.7pp |
| Employer contribution / active EE | $1,815 | $2,235-18.8% | $2,856-36.4% | $2,177-16.6% |
| Participant deferral / active EE | $2,404 | $2,871-16.3% | $3,885-38.1% | $3,514-31.6% |
| Admin fee / account holder | $6 | $384-98.3% | $5,356-99.9% | $847-99.2% |