Filed April 27, 2016 (most recent of 2 filings on file)
Total covered: 12 employees
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,150 | $81,537-65.5% | $149,721-81.2% | $69,631-59.6% |
| Participation rate | 96.4% | 86.1%+10.3pp | 87.1%+9.3pp | 70.7%+25.7pp |
| Annual return | -4.90% | 22.79%-27.7pp | 1501.67%-1506.6pp | 27571.02%-27575.9pp |
| Employer contribution / active EE | $2,115 | $3,239-34.7% | $5,444-61.1% | $2,032+4.1% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,282-100.0% | $110-100.0% |