Filed January 19, 2015 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $40,479-100.0% | $78,210-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 54.6%-54.6pp | 68.7%-68.7pp | 69.5%-69.5pp |
| Annual return | -48.35% | 66.31%-114.7pp | 40.90%-89.3pp | 28.90%-77.2pp |
| Employer contribution / active EE | $1,967 | $1,024+92.1% | $2,034-3.3% | $2,042-3.7% |
| Participant deferral / active EE | $0 | $1,718-100.0% | $2,823-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $376-100.0% | $3,758-100.0% | $479-100.0% |