Filed November 22, 2016 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 26.45% | 9.47%+17.0pp | 7.32%+19.1pp | 15.63%+10.8pp |
| Employer contribution / active EE | $878 | $9,065-90.3% | $23,426-96.3% | $11,476-92.3% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |