Filed April 27, 2016 (most recent of 2 filings on file)
Total covered: 12 employees
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,141 | $86,897-69.9% | $151,645-82.8% | $64,824-59.7% |
| Participation rate | 95.5% | 87.3%+8.2pp | 87.5%+8.0pp | 71.5%+24.0pp |
| Annual return | -8.79% | -3.57%-5.2pp | 3.34%-12.1pp | 32.84%-41.6pp |
| Employer contribution / active EE | $2,840 | $4,010-29.2% | $6,165-53.9% | $2,507+13.3% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,614-100.0% | $188-100.0% |