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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,968 | $39,195-74.6% | $98,775-89.9% | $79,391-87.4% |
| Participation rate | 100.0% | 59.8%+40.2pp | 65.7%+34.3pp | 70.7%+29.3pp |
| Annual return | 91.52% | 19.95%+71.6pp | 49.92%+41.6pp | 116.88%-25.4pp |
| Employer contribution / active EE | $4,389 | $1,334+228.9% | $2,067+112.3% | $2,428+80.8% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $3,035-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $365-100.0% | $4,076-100.0% | $627-100.0% |