Filed April 28, 2017 (most recent of 2 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $33,169 | $82,783-59.9% | $133,971-75.2% | $90,274-63.3% |
| Participation rate | 99.2% | 81.3%+17.9pp | 79.8%+19.3pp | 73.4%+25.8pp |
| Annual return | -31.56% | 21.89%-53.5pp | 45.09%-76.7pp | 53.97%-85.5pp |
| Employer contribution / active EE | $4,401 | $2,388+84.3% | $3,919+12.3% | $2,523+74.4% |
| Participant deferral / active EE | $0 | $4,291-100.0% | $5,047-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $8,929-100.0% | $114-100.0% |