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 | $59,456+1.7% | $93,669-35.4% | $74,429-18.7% |
| Participation rate | 90.4% | 59.6%+30.8pp | 68.7%+21.7pp | 67.2%+23.2pp |
| Annual return | 1.77% | 82.00%-80.2pp | 133.59%-131.8pp | 1368.38%-1366.6pp |
| Employer contribution / active EE | $6,638 | $1,266+424.4% | $2,424+173.9% | $2,625+152.9% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $3,026-100.0% | $8,291-100.0% | $1,944-100.0% |