Filed July 17, 2017 (most recent of 3 filings on file)
No plan names extracted from this filing.
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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 | $4,141 | $45,022-90.8% | $85,126-95.1% | $77,714-94.7% |
| Participation rate | 88.5% | 48.7%+39.8pp | 67.5%+21.0pp | 70.6%+17.9pp |
| Annual return | -79.16% | 79.38%-158.5pp | 66.63%-145.8pp | 31.26%-110.4pp |
| Employer contribution / active EE | $668 | $1,610-58.5% | $2,731-75.5% | $2,727-75.5% |
| Participant deferral / active EE | $0 | $2,811-100.0% | $4,523-100.0% | $4,649-100.0% |
| Admin fee / account holder | $4 | $913-99.6% | $6,160-99.9% | $433-99.1% |