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 | $54,640 | $331,159-83.5% | $112,504-51.4% | $74,478-26.6% |
| Participation rate | 82.4% | 81.4%+1.0pp | 80.6%+1.8pp | 70.7%+11.6pp |
| Annual return | 45.96% | 21.62%+24.3pp | 34.13%+11.8pp | 34.37%+11.6pp |
| Employer contribution / active EE | $352 | $5,469-93.6% | $4,571-92.3% | $2,637-86.6% |
| Participant deferral / active EE | $0 | $8,097-100.0% | $6,522-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $7,048-100.0% | $347-100.0% |