Filed June 8, 2018
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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 | $152,089 | $98,982+53.7% | $162,185-6.2% | $65,186+133.3% |
| Participation rate | 93.9% | 85.8%+8.2pp | 87.6%+6.4pp | 70.2%+23.7pp |
| Annual return | 18.42% | 24.84%-6.4pp | 115.61%-97.2pp | 29.39%-11.0pp |
| Employer contribution / active EE | $3,515 | $3,467+1.4% | $5,613-37.4% | $2,177+61.5% |
| Participant deferral / active EE | $4,868 | $5,384-9.6% | $7,297-33.3% | $3,514+38.5% |
| Admin fee / account holder | $263 | $596-55.9% | $10,844-97.6% | $847-69.0% |