Filed November 27, 2018 (most recent of 2 filings on file)
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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 | $48,147 | $45,152+6.6% | $73,836-34.8% | $59,633-19.3% |
| Participation rate | 82.4% | 64.0%+18.3pp | 73.4%+8.9pp | 68.7%+13.7pp |
| Annual return | 2.18% | 27.40%-25.2pp | 2268.06%-2265.9pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $4,290 | $1,901+125.6% | $2,787+53.9% | $2,203+94.8% |
| Participant deferral / active EE | $8 | $2,573-99.7% | $3,583-99.8% | $3,192-99.8% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |