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 | $398,892-100.0% | $398,892-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 64.6%-64.6pp | 54.1%-54.1pp | 55.8%-55.8pp |
| Annual return | -0.16% | 8.30%-8.5pp | 8.54%-8.7pp | 24.44%-24.6pp |
| Employer contribution / active EE | $27,467 | $41,025-33.0% | $37,153-26.1% | $41,348-33.6% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,013-100.0% |