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 | $101,591-74.4% | $147,096-82.3% | $74,429-65.0% |
| Participation rate | 97.6% | 75.5%+22.0pp | 82.2%+15.4pp | 67.2%+30.4pp |
| Annual return | 210.36% | 8746.45%-8536.1pp | 419.75%-209.4pp | 1368.38%-1158.0pp |
| Employer contribution / active EE | $2,058 | $3,813-46.0% | $4,936-58.3% | $2,625-21.6% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |