Filed September 8, 2016
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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 | $47,093 | $60,795-22.5% | $69,464-32.2% | $65,185-27.8% |
| Participation rate | 96.0% | 74.9%+21.1pp | 74.6%+21.4pp | 70.2%+25.8pp |
| Annual return | 5.59% | 17.46%-11.9pp | 28.98%-23.4pp | 29.38%-23.8pp |
| Employer contribution / active EE | $2,955 | $2,452+20.5% | $2,779+6.3% | $2,177+35.7% |
| Participant deferral / active EE | $2,955 | $3,162-6.6% | $3,536-16.4% | $3,514-15.9% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |