Filed April 27, 2016 (most recent of 2 filings on file)
Total covered: 12 employees
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,152 | $71,802-56.6% | $133,975-76.7% | $57,658-46.0% |
| Participation rate | 96.1% | 85.5%+10.6pp | 87.1%+9.0pp | 70.2%+25.9pp |
| Annual return | 28.43% | 13.51%+14.9pp | 29.29%-0.9pp | 5.13%+23.3pp |
| Employer contribution / active EE | $1,942 | $3,161-38.6% | $5,211-62.7% | $1,974-1.6% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |