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 9-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 | $13,735 | $136,307-89.9% | $177,839-92.3% | $73,501-81.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 15.64% | 18.68%-3.0pp | 48.33%-32.7pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,466 | $3,712-60.5% | $5,919-75.2% | $2,270-35.4% |
| Participant deferral / active EE | $2,103 | $5,829-63.9% | $7,714-72.7% | $3,740-43.8% |
| Admin fee / account holder | $0 | $596-100.0% | $12,432-100.0% | $513-100.0% |