Filed February 24, 2016 (most recent of 4 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,245 | $39,859+26.1% | $78,676-36.1% | $57,658-12.9% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 0.49% | 18.96%-18.5pp | 62.19%-61.7pp | 5.13%-4.6pp |
| Employer contribution / active EE | $5,066 | $1,786+183.7% | $2,850+77.7% | $1,974+156.6% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $30 | $76-61.3% | $4,510-99.3% | $95-68.8% |