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 | $91,680+100.0% | $67,524+171.5% | $77,692+136.0% |
| Participation rate | 97.6% | 76.0%+21.6pp | 72.9%+24.7pp | 70.6%+27.0pp |
| Annual return | 11.50% | 14.87%-3.4pp | 3519.41%-3507.9pp | 31.25%-19.7pp |
| Employer contribution / active EE | $6,607 | $3,186+107.4% | $2,734+141.7% | $2,726+142.4% |
| Participant deferral / active EE | $5,927 | $3,909+51.6% | $4,001+48.1% | $4,648+27.5% |
| Admin fee / account holder | $95 | $176-46.1% | $4,001-97.6% | $431-77.9% |