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 | $111,284-100.0% | $369,410-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 29.4%-29.4pp | 8.4%-8.4pp |
| Annual return | 4.44% | 9.11%-4.7pp | 8.29%-3.8pp | 18.35%-13.9pp |
| Employer contribution / active EE | $945 | $12,190-92.2% | $40,774-97.7% | $14,669-93.6% |
| Participant deferral / active EE | $0 | $9-100.0% | $26-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $997-100.0% | $4,495-100.0% | $9,141-100.0% |