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 | $18,779 | $79,438-76.4% | $106,554-82.4% | $79,389-76.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | -15.64% | 18.27%-33.9pp | 26.80%-42.4pp | 116.89%-132.5pp |
| Employer contribution / active EE | $2,116 | $2,235-5.3% | $2,819-25.0% | $2,428-12.9% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,408-100.0% | $626-100.0% |