Filed April 17, 2015
Total covered: 3 employees
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,672 | $72,071+136.8% | $68,368+149.6% | $137,256+24.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.35% | 353.14%-340.8pp | 292.57%-280.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $5,798 | $2,788+108.0% | $2,649+118.9% | $4,156+39.5% |
| Participant deferral / active EE | $9,789 | $4,410+122.0% | $4,123+137.4% | $6,407+52.8% |
| Admin fee / account holder | $22 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |