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 | $52,696 | $63,768-17.4% | $98,506-46.5% | $79,389-33.6% |
| Participation rate | 93.8% | 69.9%+24.0pp | 73.3%+20.5pp | 70.7%+23.1pp |
| Annual return | 11.76% | 626.18%-614.4pp | 1494.92%-1483.2pp | 116.89%-105.1pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,908 | $3,305-42.3% | $4,277-55.4% | $4,046-52.8% |
| Admin fee / account holder | $7 | $516-98.6% | $5,955-99.9% | $626-98.8% |