Filed April 20, 2015
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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 | $31,978 | $74,024-56.8% | $78,002-59.0% | $57,658-44.5% |
| Participation rate | 99.6% | 79.7%+19.9pp | 75.5%+24.1pp | 70.2%+29.4pp |
| Annual return | -7.32% | 12.14%-19.5pp | 425.99%-433.3pp | 5.13%-12.5pp |
| Employer contribution / active EE | $3,465 | $2,365+46.5% | $2,470+40.3% | $1,974+75.5% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $5,481-100.0% | $95-100.0% |