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 | $397,815-100.0% | $397,815-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 49.0%-49.0pp | 33.6%-33.6pp | 37.6%-37.6pp |
| Annual return | 0.02% | 9.62%-9.6pp | 9.74%-9.7pp | 9.30%-9.3pp |
| Employer contribution / active EE | $7,227 | $46,336-84.4% | $39,474-81.7% | $43,750-83.5% |
| Participant deferral / active EE | $0 | $130-100.0% | $135-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $10,161-100.0% | $10,161-100.0% | $12,596-100.0% |