Filed August 11, 2016
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,054 | $72,177-40.3% | $115,038-62.6% | $59,633-27.8% |
| Participation rate | 95.0% | 72.6%+22.4pp | 81.4%+13.6pp | 68.7%+26.3pp |
| Annual return | 3.61% | 12.02%-8.4pp | 26.14%-22.5pp | 2041.45%-2037.8pp |
| Employer contribution / active EE | $61 | $2,841-97.8% | $4,608-98.7% | $2,203-97.2% |
| Participant deferral / active EE | $10,221 | $4,783+113.7% | $6,026+69.6% | $3,192+220.3% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |