Filed April 20, 2015
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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 | $33,684 | $85,135-60.4% | $98,920-65.9% | $73,412-54.1% |
| Participation rate | 99.3% | 81.1%+18.2pp | 76.0%+23.3pp | 72.2%+27.2pp |
| Annual return | -18.07% | 19.14%-37.2pp | 196.47%-214.5pp | 59.30%-77.4pp |
| Employer contribution / active EE | $3,674 | $2,721+35.0% | $2,689+36.6% | $2,234+64.5% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,245-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $6,643-100.0% | $158-100.0% |