Filed October 1, 2019
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Participant contribution per participant 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 | $12,441 | $47,977-74.1% | $154,108-91.9% | $56,289-77.9% |
| Participation rate | 98.3% | 66.2%+32.1pp | 83.0%+15.3pp | 69.9%+28.5pp |
| Annual return | -5.91% | 3.54%-9.4pp | 735.21%-741.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,123 | $2,169-2.1% | $5,298-59.9% | $2,111+0.6% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $38 | $438-91.2% | $13,411-99.7% | $521-92.6% |