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 | $14,843 | $72,639-79.6% | $90,766-83.6% | $66,949-77.8% |
| Participation rate | 98.8% | 73.7%+25.2pp | 75.7%+23.1pp | 69.8%+29.0pp |
| Annual return | -22.28% | -12.28%-10.0pp | -12.16%-10.1pp | 1.57%-23.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,669 | $3,979-32.9% | $4,565-41.5% | $4,239-37.0% |
| Admin fee / account holder | $0 | $708-100.0% | $8,446-100.0% | $594-100.0% |