Filed October 24, 2014
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 | $99,450 | $108,617-8.4% | $108,421-8.3% | $93,010+6.9% |
| Participation rate | 99.4% | 83.1%+16.2pp | 80.1%+19.2pp | 73.9%+25.5pp |
| Annual return | -4.39% | 21.63%-26.0pp | 905.61%-910.0pp | 158.70%-163.1pp |
| Employer contribution / active EE | $2,365 | $3,249-27.2% | $3,560-33.6% | $2,705-12.6% |
| Participant deferral / active EE | $0 | $7,885-100.0% | $6,564-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $7,298-100.0% | $152-100.0% |