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 | $95,056 | $46,297+105.3% | $71,671+32.6% | $62,293+52.6% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | -23.61% | 22.32%-45.9pp | 20.65%-44.3pp | 28.90%-52.5pp |
| Employer contribution / active EE | $14,142 | $1,412+901.6% | $2,460+474.9% | $2,042+592.5% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $5,558-100.0% | $479-100.0% |