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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,730 | $131,734-67.6% | $93,765-54.4% | $64,829-34.1% |
| Participation rate | 87.2% | 85.5%+1.7pp | 81.0%+6.2pp | 71.5%+15.7pp |
| Annual return | -14.80% | -14.04%-0.8pp | -11.32%-3.5pp | 32.85%-47.6pp |
| Employer contribution / active EE | $399 | $5,643-92.9% | $4,327-90.8% | $2,507-84.1% |
| Participant deferral / active EE | $0 | $8,135-100.0% | $6,099-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $141-100.0% | $7,184-100.0% | $188-100.0% |