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 | $110,584 | $70,486+56.9% | $100,535+10.0% | $79,856+38.5% |
| Participation rate | 87.5% | 73.6%+13.9pp | 79.4%+8.1pp | 69.6%+17.9pp |
| Annual return | 12.41% | 21.90%-9.5pp | 30.90%-18.5pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,746 | $2,165+26.9% | $3,419-19.7% | $2,471+11.1% |
| Participant deferral / active EE | $2,998 | $5,182-42.1% | $6,271-52.2% | $3,741-19.8% |
| Admin fee / account holder | $0 | $4,480-100.0% | $8,085-100.0% | $5,306-100.0% |