Filed December 1, 2015
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,703 | $131,835+100.8% | $108,582+143.8% | $273,972-3.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -11.10% | -91.57%+80.5pp | -51.70%+40.6pp | 41.46%-52.6pp |
| Employer contribution / active EE | $30,967 | $4,913+530.3% | $3,758+723.9% | $4,869+536.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |