Filed December 1, 2015 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,521 | $112,134-69.2% | $149,721-76.9% | $80,976-57.4% |
| Participation rate | 70.7% | 87.3%-16.5pp | 87.1%-16.3pp | 68.3%+2.5pp |
| Annual return | 33.07% | 17.23%+15.8pp | 1501.67%-1468.6pp | 22.91%+10.2pp |
| Employer contribution / active EE | $5,947 | $3,991+49.0% | $5,444+9.2% | $2,402+147.6% |
| Participant deferral / active EE | $4,175 | $6,036-30.8% | $6,568-36.4% | $3,848+8.5% |
| Admin fee / account holder | -$2 | $109-102.0% | $11,282-100.0% | $67-103.3% |