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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,807 | $64,612-26.0% | $86,438-44.7% | $64,819-26.2% |
| Participation rate | 99.3% | 81.5%+17.8pp | 80.3%+18.9pp | 71.5%+27.8pp |
| Annual return | -35.02% | 0.66%-35.7pp | 4397.19%-4432.2pp | 32.84%-67.9pp |
| Employer contribution / active EE | $6,033 | $2,744+119.8% | $3,769+60.0% | $2,507+140.6% |
| Participant deferral / active EE | $0 | $7,497-100.0% | $6,952-100.0% | $4,311-100.0% |
| Admin fee / account holder | $2 | $169-98.6% | $6,733-100.0% | $188-98.7% |