Filed June 26, 2019 (most recent of 3 filings on file)
Total covered: 33 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $331,632-100.0% | $331,632-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 50.0%-50.0pp | 55.8%-55.8pp |
| Annual return | 4.58% | 10.23%-5.6pp | 10.60%-6.0pp | 24.44%-19.9pp |
| Employer contribution / active EE | $2,052 | $49,083-95.8% | $43,831-95.3% | $41,356-95.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $25,063-100.0% | $25,063-100.0% | $22,013-100.0% |