Filed January 11, 2017 (most recent of 2 filings on file)
Total covered: 2 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $68,305-100.0% | $376,736-100.0% | $68,305-100.0% |
| Participation rate | 0.0% | 63.0%-63.0pp | 85.7%-85.7pp | 63.0%-63.0pp |
| Annual return | 11.04% | 1.09%+9.9pp | -12.07%+23.1pp | 1.09%+9.9pp |
| Employer contribution / active EE | $9,849 | $3,552+177.3% | $16,156-39.0% | $3,552+177.3% |
| Participant deferral / active EE | $0 | $2,726-100.0% | $6,266-100.0% | $2,726-100.0% |
| Admin fee / account holder | $0 | $3,885-100.0% | $13,958-100.0% | $3,885-100.0% |