Filed January 19, 2017
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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 | $21,861 | $67,166-67.5% | $57,356-61.9% | $55,191-60.4% |
| Participation rate | 84.0% | 77.7%+6.2pp | 75.1%+8.9pp | 69.2%+14.8pp |
| Annual return | 16.75% | 4.22%+12.5pp | 24.41%-7.7pp | 10.78%+6.0pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,664 | $2,835-41.3% | $3,162-47.4% | $3,046-45.4% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |