Filed January 23, 2015
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,346 | $75,828-78.4% | $67,652-75.8% | - |
| Participation rate | 99.0% | 68.4%+30.6pp | 75.7%+23.3pp | - |
| Annual return | 53.47% | -0.25%+53.7pp | 6625.40%-6571.9pp | - |
| Employer contribution / active EE | $816 | $1,407-42.0% | $2,266-64.0% | - |
| Participant deferral / active EE | $0 | $2,505-100.0% | $3,560-100.0% | - |
| Admin fee / account holder | $0 | $8,125-100.0% | $4,821-100.0% | - |