Filed April 6, 2015 (most recent of 3 filings on file)
Total covered: 60 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,418-100.0% | $350,496-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 31.4%-31.4pp | 11.3%-11.3pp |
| Annual return | 14.72% | 10.91%+3.8pp | 12.88%+1.8pp | 10.41%+4.3pp |
| Employer contribution / active EE | $764 | $12,279-93.8% | $40,010-98.1% | $14,691-94.8% |
| Participant deferral / active EE | $0 | $9-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $4,558-100.0% | $7,226-100.0% | $2,646-100.0% |