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 | $50,554+112.0% | $67,681+58.3% | $87,485+22.5% |
| Participation rate | 95.2% | 67.7%+27.4pp | 73.7%+21.4pp | 68.9%+26.2pp |
| Annual return | 10.33% | 17.81%-7.5pp | 590.58%-580.3pp | 26.06%-15.7pp |
| Employer contribution / active EE | $2,670 | $1,988+34.3% | $2,678-0.3% | $2,596+2.9% |
| Participant deferral / active EE | $6,104 | $2,961+106.1% | $3,976+53.5% | $4,274+42.8% |
| Admin fee / account holder | $72 | $4,132-98.2% | $6,100-98.8% | $7,775-99.1% |