Filed July 17, 2017 (most recent of 3 filings on file)
No plan names extracted from this filing.
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Participant contribution per participant 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 | $29,196 | $40,522-27.9% | $84,628-65.5% | $67,579-56.8% |
| Participation rate | 82.7% | 51.1%+31.6pp | 68.2%+14.5pp | 71.3%+11.4pp |
| Annual return | 0.00% | 32.72%-32.7pp | 258.80%-258.8pp | 378.56%-378.6pp |
| Employer contribution / active EE | $3,821 | $1,146+233.3% | $2,653+44.0% | $2,148+77.9% |
| Participant deferral / active EE | $0 | $2,132-100.0% | $3,900-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $4,914-100.0% | $142-100.0% |