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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,421 | $32,085-70.6% | $40,145,923-100.0% | $57,658-83.7% |
| Participation rate | 99.6% | 66.0%+33.7pp | 68.4%+31.2pp | 70.2%+29.4pp |
| Annual return | -27.31% | 9.60%-36.9pp | 5.24%-32.5pp | 5.13%-32.4pp |
| Employer contribution / active EE | $1,579 | $1,179+33.9% | $1,844-14.3% | $1,974-20.0% |
| Participant deferral / active EE | $0 | $1,957-100.0% | $2,591-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $75-100.0% | $2,903-100.0% | $95-100.0% |