Filed November 8, 2017 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,476 | $136,307-3.5% | $177,848-26.1% | $73,497+78.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | -25.74% | 18.68%-44.4pp | 48.33%-74.1pp | 28.51%-54.3pp |
| Employer contribution / active EE | $9,346 | $3,712+151.8% | $5,919+57.9% | $2,270+311.7% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $12,431-100.0% | $513-100.0% |