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 | $106,966 | $59,535+79.7% | $90,161+18.6% | $62,293+71.7% |
| Participation rate | 90.2% | 73.0%+17.1pp | 76.9%+13.3pp | 69.5%+20.7pp |
| Annual return | 14.25% | 23.53%-9.3pp | 34.89%-20.6pp | 28.90%-14.7pp |
| Employer contribution / active EE | $2,387 | $1,826+30.8% | $3,318-28.1% | $2,042+16.9% |
| Participant deferral / active EE | $2,881 | $4,639-37.9% | $5,287-45.5% | $3,169-9.1% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |