Filed January 19, 2015 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $24,891+64.6% | $69,632-41.2% | $74,478-45.0% |
| Participation rate | 74.5% | 63.4%+11.1pp | 66.4%+8.1pp | 67.2%+7.3pp |
| Annual return | 0.71% | 18.53%-17.8pp | 101.32%-100.6pp | 1370.56%-1369.8pp |
| Employer contribution / active EE | $4,037 | $1,005+301.6% | $1,708+136.3% | $2,626+53.7% |
| Participant deferral / active EE | $0 | $1,908-100.0% | $2,889-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,904-100.0% | $4,695-100.0% | $1,946-100.0% |