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 | $0 | $54,597-100.0% | $344,859-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 36.4%-36.4pp | 23.5%-23.5pp | 44.4%-44.4pp |
| Annual return | -14.92% | -8.23%-6.7pp | -8.04%-6.9pp | -14.65%-0.3pp |
| Employer contribution / active EE | $27,778 | $39,719-30.1% | $29,691-6.4% | $46,321-40.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $13-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $388-100.0% | $388-100.0% | $14,582-100.0% |