Filed December 8, 2016
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,976 | $77,788-74.3% | $119,126-83.2% | $64,728-69.1% |
| Participation rate | 98.5% | 69.4%+29.1pp | 75.8%+22.7pp | 57.9%+40.6pp |
| Annual return | -89.16% | 13.19%-102.4pp | 282.11%-371.3pp | 49.38%-138.5pp |
| Employer contribution / active EE | $20,002 | $4,031+396.2% | $4,034+395.9% | $2,243+791.9% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $1,365-100.0% | $10,693-100.0% | $1,145-100.0% |