Filed June 24, 2015 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,301 | $122,239-49.0% | $184,200-66.2% | $74,546-16.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 5.86% | 19.95%-14.1pp | 28.80%-22.9pp | 1366.03%-1360.2pp |
| Employer contribution / active EE | $5,762 | $4,537+27.0% | $6,424-10.3% | $2,624+119.6% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,132-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,907-100.0% | $1,944-100.0% |