Filed August 14, 2019 (most recent of 3 filings on file)
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Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,846 | $70,667-88.9% | $123,105-93.6% | $52,331-85.0% |
| Participation rate | 90.3% | 83.7%+6.6pp | 86.8%+3.5pp | 68.1%+22.2pp |
| Annual return | 10.25% | 6.23%+4.0pp | 13.22%-3.0pp | 4.54%+5.7pp |
| Employer contribution / active EE | $2,899 | $2,946-1.6% | $5,151-43.7% | $1,882+54.0% |
| Participant deferral / active EE | $1,944 | $4,493-56.7% | $6,229-68.8% | $3,022-35.7% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |