Filed October 5, 2016 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,911 | $84,236-76.4% | $170,435-88.3% | $70,126-71.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.09% | 23.06%-13.0pp | 205.94%-195.9pp | 73.15%-63.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $424 | $3,086-86.2% | $4,939-91.4% | $3,332-87.3% |
| Admin fee / account holder | $88 | $5,698-98.5% | $13,881-99.4% | $4,645-98.1% |