Filed November 29, 2016 (most recent of 2 filings on file)
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Participant contribution per participant 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 | $15,941 | $45,050-64.6% | $63,018-74.7% | $70,126-77.3% |
| Participation rate | 98.7% | 69.5%+29.2pp | 74.8%+23.9pp | 69.5%+29.1pp |
| Annual return | 16.00% | 18.76%-2.8pp | 87.62%-71.6pp | 73.15%-57.1pp |
| Employer contribution / active EE | $3,253 | $2,052+58.5% | $2,761+17.8% | $2,343+38.9% |
| Participant deferral / active EE | $669 | $2,466-72.9% | $3,330-79.9% | $3,332-79.9% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |