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 | $43,189 | $89,282-51.6% | $94,664-54.4% | $74,460-42.0% |
| Participation rate | 99.3% | 82.4%+16.9pp | 80.8%+18.5pp | 70.7%+28.5pp |
| Annual return | -13.88% | 25.96%-39.8pp | 156.84%-170.7pp | 34.38%-48.3pp |
| Employer contribution / active EE | $5,708 | $3,022+88.9% | $3,673+55.4% | $2,638+116.4% |
| Participant deferral / active EE | $0 | $8,425-100.0% | $7,417-100.0% | $4,530-100.0% |
| Admin fee / account holder | $2 | $219-99.0% | $7,222-100.0% | $348-99.4% |