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 | $134,472 | $101,591+32.4% | $147,096-8.6% | $74,429+80.7% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.4pp |
| Annual return | 12.63% | 8746.45%-8733.8pp | 419.75%-407.1pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $11,903 | $3,813+212.2% | $4,936+141.2% | $2,625+353.5% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $24 | $1,750-98.6% | $13,005-99.8% | $1,944-98.8% |