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 | $5,898 | $89,739-93.4% | $149,721-96.1% | $62,293-90.5% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.55% | 21.01%-0.5pp | 1501.67%-1481.1pp | 28.90%-8.3pp |
| Employer contribution / active EE | $1,465 | $3,233-54.7% | $5,444-73.1% | $2,042-28.3% |
| Participant deferral / active EE | $1,439 | $4,797-70.0% | $6,568-78.1% | $3,169-54.6% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |