Filed December 1, 2015 (most recent of 3 filings on file)
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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 | $3,623 | $74,089-95.1% | $133,975-97.3% | $55,167-93.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 74.59% | 12.11%+62.5pp | 29.29%+45.3pp | 169.23%-94.6pp |
| Employer contribution / active EE | $1,852 | $3,064-39.6% | $5,211-64.5% | $1,963-5.7% |
| Participant deferral / active EE | $1,962 | $4,678-58.1% | $6,282-68.8% | $3,054-35.8% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |