Filed April 22, 2016 (most recent of 2 filings on file)
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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 | $60,494 | $59,467+1.7% | $93,727-35.5% | $74,478-18.8% |
| Participation rate | 90.4% | 59.6%+30.8pp | 68.7%+21.7pp | 67.2%+23.2pp |
| Annual return | 1.77% | 82.14%-80.4pp | 133.83%-132.1pp | 1370.56%-1368.8pp |
| Employer contribution / active EE | $6,638 | $1,267+424.1% | $2,421+174.1% | $2,626+152.8% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,028-100.0% | $8,292-100.0% | $1,946-100.0% |