Filed July 9, 2019 (most recent of 4 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 | $183,327 | $91,710+99.9% | $67,560+171.4% | $77,762+135.8% |
| Participation rate | 97.6% | 76.0%+21.5pp | 72.9%+24.6pp | 70.6%+27.0pp |
| Annual return | 11.50% | 14.88%-3.4pp | 3533.50%-3522.0pp | 31.27%-19.8pp |
| Employer contribution / active EE | $6,607 | $3,187+107.3% | $2,737+141.4% | $2,728+142.2% |
| Participant deferral / active EE | $5,927 | $3,911+51.6% | $4,004+48.0% | $4,651+27.4% |
| Admin fee / account holder | $95 | $245-61.2% | $3,994-97.6% | $433-78.1% |