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 | $4,701 | $38,075-87.7% | $93,515-95.0% | $73,497-93.6% |
| Participation rate | 100.0% | 56.7%+43.3pp | 66.8%+33.2pp | 70.7%+29.3pp |
| Annual return | -27.92% | 17.59%-45.5pp | 78.21%-106.1pp | 28.51%-56.4pp |
| Employer contribution / active EE | $2,723 | $1,117+143.8% | $2,077+31.1% | $2,270+20.0% |
| Participant deferral / active EE | $0 | $2,012-100.0% | $3,129-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $351-100.0% | $5,235-100.0% | $513-100.0% |