Filed August 30, 2019 (most recent of 2 filings on file)
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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 | $21,665 | $53,774-59.7% | $134,162-83.9% | $79,852-72.9% |
| Participation rate | 98.7% | 58.8%+39.9pp | 72.2%+26.5pp | 69.6%+29.1pp |
| Annual return | 5.45% | 19.01%-13.6pp | 36.35%-30.9pp | 31.72%-26.3pp |
| Employer contribution / active EE | $3,281 | $1,322+148.3% | $3,705-11.4% | $2,471+32.8% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $3,985-100.0% | $6,685-100.0% | $5,306-100.0% |