Filed June 7, 2016
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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 | $22,854 | $56,640-59.7% | $78,002-70.7% | $55,167-58.6% |
| Participation rate | 99.4% | 73.3%+26.1pp | 75.5%+23.9pp | 69.0%+30.4pp |
| Annual return | 47.89% | 2868.48%-2820.6pp | 425.99%-378.1pp | 169.23%-121.3pp |
| Employer contribution / active EE | $2,051 | $1,724+19.0% | $2,470-17.0% | $1,963+4.5% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,481-100.0% | $504-100.0% |