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 | $54,674+282.1% | $76,089+174.6% | $74,429+180.7% |
| Participation rate | 98.7% | 60.3%+38.4pp | 69.1%+29.6pp | 67.2%+31.5pp |
| Annual return | -11.12% | 31.89%-43.0pp | 360.94%-372.1pp | 1368.38%-1379.5pp |
| Employer contribution / active EE | $18,609 | $1,781+944.8% | $2,690+591.8% | $2,625+608.9% |
| Participant deferral / active EE | $0 | $3,071-100.0% | $4,259-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,238-100.0% | $6,418-100.0% | $1,944-100.0% |