Filed January 19, 2015 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,975 | $24,811+65.2% | $69,701-41.2% | $74,546-45.0% |
| Participation rate | 74.5% | 63.5%+11.0pp | 66.4%+8.1pp | 67.2%+7.3pp |
| Annual return | 0.71% | 18.53%-17.8pp | 100.32%-99.6pp | 1366.03%-1365.3pp |
| Employer contribution / active EE | $4,037 | $1,003+302.7% | $1,713+135.6% | $2,624+53.8% |
| Participant deferral / active EE | $0 | $1,904-100.0% | $2,887-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,898-100.0% | $4,717-100.0% | $1,944-100.0% |