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 | $117,269 | $44,425+164.0% | $67,834+72.9% | $55,167+112.6% |
| Participation rate | 99.2% | 59.7%+39.5pp | 68.8%+30.4pp | 69.0%+30.3pp |
| Annual return | -5.78% | 17.80%-23.6pp | 138.47%-144.3pp | 169.23%-175.0pp |
| Employer contribution / active EE | $17,605 | $1,351+1202.7% | $2,403+632.5% | $1,963+797.0% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $530-100.0% | $4,622-100.0% | $504-100.0% |