Filed December 22, 2016 (most recent of 2 filings on file)
Total covered: 4 employees
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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 | $90,064-60.8% | $100,415-64.9% | $77,762-54.6% |
| Participation rate | 99.6% | 81.3%+18.3pp | 81.5%+18.1pp | 70.6%+29.0pp |
| Annual return | -34.67% | 20.61%-55.3pp | 49.47%-84.1pp | 31.27%-65.9pp |
| Employer contribution / active EE | $6,123 | $3,043+101.2% | $3,943+55.3% | $2,728+124.4% |
| Participant deferral / active EE | $0 | $8,282-100.0% | $8,091-100.0% | $4,651-100.0% |
| Admin fee / account holder | $2 | $172-99.0% | $7,906-100.0% | $433-99.6% |