Filed December 13, 2014
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Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,266 | $77,817-98.4% | $123,553-99.0% | $64,173-98.0% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.3%+11.2pp | 69.6%+23.9pp |
| Annual return | -74.81% | 12.49%-87.3pp | 119.21%-194.0pp | 7.63%-82.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |