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 | $40,393 | $102,661-60.7% | $151,645-73.4% | $66,949-39.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -63.26% | -10.81%-52.4pp | 3.34%-66.6pp | 1.57%-64.8pp |
| Employer contribution / active EE | $3,882 | $4,184-7.2% | $6,165-37.0% | $2,545+52.5% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,614-100.0% | $594-100.0% |