Filed March 6, 2017
Total covered: 2 employees
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,366 | $34,316-69.8% | $74,723-86.1% | $72,976-85.8% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 8.20% | 26.58%-18.4pp | 753.18%-745.0pp | 81.02%-72.8pp |
| Employer contribution / active EE | $2,200 | $692+218.0% | $1,084+102.9% | $2,440-9.8% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,962-100.0% | $3,608-100.0% |
| Admin fee / account holder | $49 | $2,125-97.7% | $3,335-98.5% | $5,124-99.0% |