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 | $26,032 | $35,485-26.6% | $74,551-65.1% | $55,725-53.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | -49.00% | 0.72%-49.7pp | 32.53%-81.5pp | 244.93%-293.9pp |
| Employer contribution / active EE | $2,328 | $777+199.5% | $1,961+18.7% | $2,078+12.0% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $5,059-100.0% | $115-100.0% |