Filed April 28, 2017 (most recent of 2 filings on file)
Total covered: 2 employees
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Annual investment return 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 | $65,292 | $2,687,218-97.6% | $165,071-60.4% | $199,960-67.3% |
| Participation rate | 98.0% | 78.3%+19.7pp | 78.6%+19.4pp | 72.0%+26.0pp |
| Annual return | 9.36% | 17.94%-8.6pp | 70.17%-60.8pp | 34.28%-24.9pp |
| Employer contribution / active EE | $3,186 | $2,958+7.7% | $4,347-26.7% | $3,036+5.0% |
| Participant deferral / active EE | $0 | $5,002-100.0% | $6,035-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $12,695-100.0% | $269-100.0% |