Filed January 19, 2015 (most recent of 2 filings on file)
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,930 | $32,865-75.9% | $75,826-89.5% | $56,289-85.9% |
| Participation rate | 88.2% | 53.0%+35.2pp | 68.2%+20.0pp | 69.9%+18.4pp |
| Annual return | 19.82% | -5.01%+24.8pp | 1914.15%-1894.3pp | -9.96%+29.8pp |
| Employer contribution / active EE | $2,387 | $891+167.9% | $1,913+24.7% | $2,111+13.0% |
| Participant deferral / active EE | $0 | $1,683-100.0% | $2,862-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $185-100.0% | $4,726-100.0% | $521-100.0% |