Filed June 7, 2016
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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 | $24,645 | $66,319-62.8% | $93,621-73.7% | $65,186-62.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | -27.10% | 42.59%-69.7pp | 32.76%-59.9pp | 29.39%-56.5pp |
| Employer contribution / active EE | $1,761 | $2,013-12.5% | $2,719-35.2% | $2,177-19.1% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $6,900-100.0% | $7,890-100.0% | $847-100.0% |