Filed March 22, 2019
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,264 | $31,424+47.2% | $81,473-43.2% | $69,631-33.6% |
| Participation rate | 100.0% | 50.8%+49.2pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 43.44% | 22.44%+21.0pp | 38.78%+4.7pp | 27571.02%-27527.6pp |
| Employer contribution / active EE | $6,338 | $1,029+515.9% | $2,568+146.8% | $2,032+211.9% |
| Participant deferral / active EE | $0 | $1,838-100.0% | $3,537-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $4,561-100.0% | $110-100.0% |