Filed December 22, 2016 (most recent of 2 filings on file)
Total covered: 4 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,268 | $89,808-60.7% | $100,383-64.9% | $77,671-54.6% |
| Participation rate | 99.6% | 81.2%+18.4pp | 81.5%+18.1pp | 70.6%+29.1pp |
| Annual return | -34.67% | 20.62%-55.3pp | 49.26%-83.9pp | 31.21%-65.9pp |
| Employer contribution / active EE | $6,123 | $3,039+101.5% | $3,944+55.3% | $2,726+124.6% |
| Participant deferral / active EE | $0 | $8,284-100.0% | $8,086-100.0% | $4,648-100.0% |
| Admin fee / account holder | $2 | $174-99.0% | $7,900-100.0% | $430-99.6% |