Filed July 16, 2019 (most recent of 3 filings on file)
Total covered: 4 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,439 | $75,832-77.0% | $147,618-88.2% | $59,633-70.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 2.75% | 0.37%+2.4pp | 61.98%-59.2pp | 2041.40%-2038.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,166 | $3,131-62.7% | $4,895-76.2% | $3,192-63.5% |
| Admin fee / account holder | $92 | $5,986-98.5% | $11,612-99.2% | $4,297-97.9% |