Filed June 14, 2019 (most recent of 4 filings on file)
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Annual investment return 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 | $96,168 | $51,244+87.7% | $80,977+18.8% | $55,167+74.3% |
| Participation rate | 91.3% | 71.7%+19.6pp | 75.8%+15.5pp | 69.0%+22.3pp |
| Annual return | 5.62% | 17.39%-11.8pp | 17.11%-11.5pp | 169.23%-163.6pp |
| Employer contribution / active EE | $2,103 | $1,770+18.8% | $3,715-43.4% | $1,963+7.2% |
| Participant deferral / active EE | $2,693 | $4,418-39.0% | $5,696-52.7% | $3,054-11.8% |
| Admin fee / account holder | $0 | $398-100.0% | $5,517-100.0% | $504-100.0% |