Filed June 12, 2018 (most recent of 2 filings on file)
Total covered: 10 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,449 | $104,336+16.4% | $159,474-23.8% | $86,821+39.9% |
| Participation rate | 87.1% | 77.7%+9.4pp | 82.8%+4.3pp | 72.3%+14.8pp |
| Annual return | 12.60% | 26.32%-13.7pp | 263.68%-251.1pp | 97.94%-85.3pp |
| Employer contribution / active EE | $8,942 | $3,451+159.1% | $4,831+85.1% | $2,406+271.6% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $74 | $172-56.8% | $10,802-99.3% | $170-56.2% |