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 | $123,773 | $46,745+164.8% | $60,547+104.4% | $52,331+136.5% |
| Participation rate | 100.0% | 58.6%+41.4pp | 68.0%+32.0pp | 68.1%+31.9pp |
| Annual return | -5.84% | 0.61%-6.5pp | 335.64%-341.5pp | 4.54%-10.4pp |
| Employer contribution / active EE | $19,067 | $1,259+1414.6% | $2,419+688.1% | $1,882+913.3% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $3,328-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $4,536-100.0% | $592-100.0% |