Filed April 23, 2019 (most recent of 3 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 | $49,510 | $52,467-5.6% | $57,196-13.4% | $55,167-10.3% |
| Participation rate | 97.1% | 75.8%+21.3pp | 75.3%+21.8pp | 69.0%+28.1pp |
| Annual return | 1.06% | 7.72%-6.7pp | 14.59%-13.5pp | 169.23%-168.2pp |
| Employer contribution / active EE | $4,146 | $2,477+67.4% | $2,683+54.5% | $1,963+111.2% |
| Participant deferral / active EE | $3,870 | $2,830+36.7% | $3,096+25.0% | $3,054+26.7% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |