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 | $121,517 | $91,439+32.9% | $135,974-10.6% | $71,511+69.9% |
| Participation rate | 99.1% | 75.7%+23.5pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | 14.90% | 29.90%-15.0pp | 68.30%-53.4pp | 28.86%-14.0pp |
| Employer contribution / active EE | $11,672 | $3,705+215.1% | $4,859+140.2% | $2,589+350.8% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $21 | $1,267-98.3% | $10,767-99.8% | $1,588-98.7% |