Filed September 21, 2018 (most recent of 4 filings on file)
Total covered: 6 employees
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,086 | $77,677-70.3% | $109,173-78.9% | $79,391-70.9% |
| Participation rate | 97.2% | 67.8%+29.4pp | 75.9%+21.3pp | 70.7%+26.4pp |
| Annual return | 0.00% | 23.44%-23.4pp | 25.75%-25.8pp | 116.88%-116.9pp |
| Employer contribution / active EE | $7,070 | $2,798+152.7% | $3,723+89.9% | $2,428+191.2% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $627-100.0% |