Filed May 2, 2016
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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 | $74,069 | $57,976+27.8% | $63,018+17.5% | $62,293+18.9% |
| Participation rate | 98.1% | 75.9%+22.1pp | 74.8%+23.3pp | 69.5%+28.5pp |
| Annual return | 9.77% | 17.54%-7.8pp | 87.62%-77.8pp | 28.90%-19.1pp |
| Employer contribution / active EE | $3,774 | $2,415+56.3% | $2,761+36.7% | $2,042+84.8% |
| Participant deferral / active EE | $6,468 | $2,956+118.8% | $3,330+94.3% | $3,169+104.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |