Filed February 23, 2017 (most recent of 2 filings on file)
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,037 | $101,499-74.3% | $147,005-82.3% | $74,546-65.1% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.4pp | 67.2%+30.4pp |
| Annual return | 210.36% | 8732.34%-8522.0pp | 418.76%-208.4pp | 1366.03%-1155.7pp |
| Employer contribution / active EE | $2,058 | $3,811-46.0% | $4,934-58.3% | $2,624-21.6% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |