Filed April 6, 2015 (most recent of 3 filings on file)
Total covered: 60 employees
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $352,342-100.0% | $336,864-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.5%-37.5pp | 27.8%-27.8pp | 46.4%-46.4pp |
| Annual return | -7.76% | -3.41%-4.4pp | -3.29%-4.5pp | -82.67%+74.9pp |
| Employer contribution / active EE | $8,706 | $41,836-79.2% | $36,762-76.3% | $43,771-80.1% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,977-100.0% | $6,121-100.0% | $11,204-100.0% |