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 | $21,905 | $111,608-80.4% | $177,848-87.7% | $73,412-70.2% |
| Participation rate | 98.3% | 87.9%+10.4pp | 87.7%+10.5pp | 72.2%+26.1pp |
| Annual return | -25.31% | 18.23%-43.5pp | 48.33%-73.6pp | 59.30%-84.6pp |
| Employer contribution / active EE | $2,521 | $3,796-33.6% | $5,919-57.4% | $2,234+12.9% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $12,431-100.0% | $158-100.0% |