Filed December 17, 2014 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,342 | $137,414+56.0% | $189,545+13.1% | $85,851+149.7% |
| Participation rate | 97.4% | 84.6%+12.8pp | 87.8%+9.6pp | 69.3%+28.0pp |
| Annual return | 12.22% | 38.14%-25.9pp | 555.36%-543.1pp | 318.63%-306.4pp |
| Employer contribution / active EE | $22,413 | $4,344+415.9% | $6,162+263.7% | $2,565+773.6% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,049-100.0% | $6,261-100.0% |