Filed June 10, 2015
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,857 | $60,119+27.8% | $90,430-15.0% | $79,858-3.8% |
| Participation rate | 98.9% | 65.0%+33.9pp | 72.7%+26.2pp | 69.6%+29.3pp |
| Annual return | 5.01% | 71.94%-66.9pp | 1293.73%-1288.7pp | 31.72%-26.7pp |
| Employer contribution / active EE | $11,473 | $2,068+454.9% | $3,262+251.7% | $2,471+364.3% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6 | $3,976-99.9% | $5,613-99.9% | $5,306-99.9% |