Filed January 9, 2017
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,811 | $101,591-91.3% | $147,096-94.0% | $74,429-88.2% |
| Participation rate | 98.7% | 75.5%+23.2pp | 82.2%+16.5pp | 67.2%+31.5pp |
| Annual return | -1.11% | 8746.45%-8747.6pp | 419.75%-420.9pp | 1368.38%-1369.5pp |
| Employer contribution / active EE | $1,452 | $3,813-61.9% | $4,936-70.6% | $2,625-44.7% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |