Filed April 23, 2019
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Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,172 | $47,479+125.7% | $62,929+70.3% | $82,448+30.0% |
| Participation rate | 95.2% | 66.9%+28.3pp | 73.1%+22.0pp | 68.1%+27.1pp |
| Annual return | 10.33% | 20.34%-10.0pp | 1063.93%-1053.6pp | 41.64%-31.3pp |
| Employer contribution / active EE | $2,670 | $1,885+41.6% | $2,505+6.6% | $2,551+4.7% |
| Participant deferral / active EE | $6,104 | $2,870+112.6% | $3,888+57.0% | $4,139+47.5% |
| Admin fee / account holder | $72 | $3,804-98.1% | $5,065-98.6% | $7,234-99.0% |