Filed March 7, 2016 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,545 | $54,679+252.1% | $76,119+153.0% | $74,459+158.6% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | -0.66% | 31.90%-32.6pp | 361.25%-361.9pp | 1369.70%-1370.4pp |
| Employer contribution / active EE | $7,792 | $1,781+337.4% | $2,693+189.4% | $2,626+196.7% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $4,259-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,238-100.0% | $6,421-100.0% | $1,945-100.0% |