Filed October 15, 2015 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $54,193-53.6% | $93,669-73.2% | $77,714-67.7% |
| Participation rate | 97.4% | 63.9%+33.5pp | 68.7%+28.7pp | 70.6%+26.8pp |
| Annual return | -6.03% | 30.54%-36.6pp | 133.59%-139.6pp | 31.26%-37.3pp |
| Employer contribution / active EE | $3,708 | $1,168+217.5% | $2,424+53.0% | $2,727+36.0% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,416-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,291-100.0% | $433-100.0% |