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 | $26,848 | $53,165-49.5% | $86,235-68.9% | $74,473-63.9% |
| Participation rate | 97.9% | 64.9%+33.0pp | 69.0%+28.9pp | 70.7%+27.2pp |
| Annual return | -10.44% | 22.64%-33.1pp | 1170.03%-1180.5pp | 34.36%-44.8pp |
| Employer contribution / active EE | $4,762 | $1,210+293.6% | $2,381+100.0% | $2,638+80.5% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,987-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $6,856-100.0% | $347-100.0% |