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 | $58,982 | $54,717+7.8% | $86,216-31.6% | $71,511-17.5% |
| Participation rate | 98.6% | 60.1%+38.5pp | 69.0%+29.7pp | 67.9%+30.7pp |
| Annual return | -0.49% | 20.07%-20.6pp | 1169.42%-1169.9pp | 28.86%-29.3pp |
| Employer contribution / active EE | $9,445 | $1,267+645.6% | $2,382+296.6% | $2,589+264.8% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,986-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,853-100.0% | $1,588-100.0% |