Filed April 8, 2016
Total covered: 4 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $186,737-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 11.3%-11.3pp | 31.3%-31.3pp | 11.3%-11.3pp |
| Annual return | 5.92% | 8.16%-2.2pp | 7.90%-2.0pp | 10.41%-4.5pp |
| Employer contribution / active EE | $11,848 | $15,780-24.9% | $41,695-71.6% | $14,691-19.3% |
| Participant deferral / active EE | $0 | $53-100.0% | $47-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $811-100.0% | $2,646-100.0% |