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 | $7,960 | $104,479-92.4% | $159,474-95.0% | $79,391-90.0% |
| Participation rate | 90.4% | 76.6%+13.8pp | 82.8%+7.6pp | 70.7%+19.7pp |
| Annual return | 0.69% | 67.98%-67.3pp | 263.68%-263.0pp | 116.88%-116.2pp |
| Employer contribution / active EE | $1,446 | $3,417-57.7% | $4,831-70.1% | $2,428-40.4% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,802-100.0% | $627-99.9% |