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 | $5,794 | $35,949-83.9% | $88,632-93.5% | $65,186-91.1% |
| Participation rate | 99.4% | 56.4%+43.1pp | 68.8%+30.7pp | 70.2%+29.2pp |
| Annual return | -30.41% | 47.52%-77.9pp | 43.75%-74.2pp | 29.39%-59.8pp |
| Employer contribution / active EE | $2,387 | $1,047+128.0% | $2,101+13.6% | $2,177+9.7% |
| Participant deferral / active EE | $0 | $1,870-100.0% | $2,917-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $496-100.0% | $4,308-100.0% | $847-100.0% |