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 | $458,700-100.0% | $458,700-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 46.5%-46.5pp | 39.9%-39.9pp | 43.7%-43.7pp |
| Annual return | 1.83% | 8.44%-6.6pp | 8.61%-6.8pp | 13.05%-11.2pp |
| Employer contribution / active EE | $6,159 | $36,715-83.2% | $33,046-81.4% | $37,664-83.6% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $31,365-100.0% |