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 | $86,882-77.0% | $150,734-86.7% | $69,255-71.2% |
| Participation rate | 98.5% | 84.3%+14.2pp | 78.4%+20.0pp | 69.0%+29.4pp |
| Annual return | -89.16% | 10.69%-99.9pp | 600.81%-690.0pp | 26.73%-115.9pp |
| Employer contribution / active EE | $20,002 | $5,194+285.1% | $4,918+306.7% | $2,645+656.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $14,905-100.0% | $733-100.0% |