Filed June 26, 2019 (most recent of 3 filings on file)
Total covered: 33 employees
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $121,964-100.0% | $107,664-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 10.0%-10.0pp | 45.9%-45.9pp |
| Annual return | 0.99% | 10.73%-9.7pp | 337.46%-336.5pp | 10.21%-9.2pp |
| Employer contribution / active EE | $7,652 | $31,543-75.7% | $20,191-62.1% | $42,272-81.9% |
| Participant deferral / active EE | $0 | $0 | $30-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,970-100.0% | $1,663-100.0% | $13,518-100.0% |