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 | $24,679 | $68,413-63.9% | $123,105-80.0% | $55,191-55.3% |
| Participation rate | 96.1% | 84.5%+11.6pp | 86.8%+9.3pp | 69.2%+26.9pp |
| Annual return | 6.43% | 6.30%+0.1pp | 13.22%-6.8pp | 10.78%-4.4pp |
| Employer contribution / active EE | $1,853 | $3,050-39.3% | $5,151-64.0% | $1,899-2.4% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,014-100.0% | $91-100.0% |