Filed March 18, 2016
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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 | $241,736 | $58,391+314.0% | $76,657+215.3% | $72,975+231.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 0.22% | 2306.65%-2306.4pp | 1166.74%-1166.5pp | 81.01%-80.8pp |
| Employer contribution / active EE | $27,110 | $1,787+1417.3% | $2,303+1077.4% | $2,440+1011.1% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,335-100.0% | $3,608-100.0% |
| Admin fee / account holder | $19 | $4,014-99.5% | $6,423-99.7% | $5,124-99.6% |