Filed February 26, 2015 (most recent of 3 filings on file)
Total covered: 6 employees
Employer contribution per participant 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 | $56,062 | $172,932-67.6% | $119,237-53.0% | $86,828-35.4% |
| Participation rate | 90.6% | 89.4%+1.2pp | 82.7%+7.9pp | 72.3%+18.3pp |
| Annual return | 65.93% | 20.96%+45.0pp | 30.70%+35.2pp | 97.95%-32.0pp |
| Employer contribution / active EE | $454 | $5,487-91.7% | $4,383-89.6% | $2,406-81.1% |
| Participant deferral / active EE | $0 | $8,466-100.0% | $6,112-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $150-100.0% | $7,229-100.0% | $170-100.0% |