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 | $92,224-78.3% | $105,223-81.0% | $79,634-74.9% |
| Participation rate | 98.5% | 69.2%+29.3pp | 75.0%+23.4pp | 62.5%+36.0pp |
| Annual return | -89.16% | 88.65%-177.8pp | 180.65%-269.8pp | 36.46%-125.6pp |
| Employer contribution / active EE | $20,002 | $3,965+404.5% | $3,689+442.3% | $2,529+690.8% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $1,121-100.0% | $8,859-100.0% | $1,002-100.0% |