Filed January 4, 2018 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,160 | $155,795-91.6% | $136,298-90.3% | $69,634-81.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | -61.95% | 232464.33%-232526.3pp | 5156.27%-5218.2pp | 27572.26%-27634.2pp |
| Employer contribution / active EE | $8,865 | $2,991+196.4% | $4,696+88.8% | $2,032+336.2% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |