Filed September 21, 2018 (most recent of 4 filings on file)
Total covered: 6 employees
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,742 | $64,176-81.7% | $112,263-89.5% | $66,949-82.5% |
| Participation rate | 99.0% | 68.4%+30.5pp | 75.1%+23.9pp | 69.8%+29.2pp |
| Annual return | -72.38% | -13.80%-58.6pp | 27.49%-99.9pp | 1.57%-73.9pp |
| Employer contribution / active EE | $6,350 | $3,007+111.2% | $3,636+74.6% | $2,545+149.5% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |