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 | $103,169 | $63,365+62.8% | $91,994+12.1% | $72,975+41.4% |
| Participation rate | 88.8% | 72.5%+16.3pp | 78.6%+10.1pp | 69.5%+19.3pp |
| Annual return | 16.36% | 35.35%-19.0pp | 69.04%-52.7pp | 81.01%-64.7pp |
| Employer contribution / active EE | $2,618 | $2,116+23.8% | $3,453-24.2% | $2,440+7.3% |
| Participant deferral / active EE | $3,091 | $4,883-36.7% | $5,924-47.8% | $3,608-14.3% |
| Admin fee / account holder | $0 | $4,670-100.0% | $7,744-100.0% | $5,124-100.0% |