Filed October 15, 2015 (most recent of 2 filings on file)
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Annual investment return 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 | $25,126 | $54,245-53.7% | $93,727-73.2% | $77,762-67.7% |
| Participation rate | 97.4% | 63.9%+33.5pp | 68.7%+28.7pp | 70.6%+26.8pp |
| Annual return | -6.03% | 30.58%-36.6pp | 133.83%-139.9pp | 31.27%-37.3pp |
| Employer contribution / active EE | $3,708 | $1,168+217.6% | $2,421+53.1% | $2,728+35.9% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $575-100.0% | $8,292-100.0% | $433-100.0% |