Filed January 15, 2016
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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 | $208,903 | $54,690+282.0% | $76,030+174.8% | $74,478+180.5% |
| Participation rate | 98.7% | 60.3%+38.4pp | 69.1%+29.6pp | 67.2%+31.5pp |
| Annual return | -11.12% | 31.92%-43.0pp | 361.54%-372.7pp | 1370.56%-1381.7pp |
| Employer contribution / active EE | $18,609 | $1,781+944.7% | $2,688+592.4% | $2,626+608.6% |
| Participant deferral / active EE | $0 | $3,070-100.0% | $4,257-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,240-100.0% | $6,421-100.0% | $1,946-100.0% |