Filed June 18, 2018 (most recent of 6 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 7.04% | 5.34%+1.7pp | 9.17%-2.1pp | 9.30%-2.3pp |
| Employer contribution / active EE | $1,911 | $9,329-79.5% | $40,523-95.3% | $12,551-84.8% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |