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 | $11,147 | $71,802-84.5% | $133,975-91.7% | $57,661-80.7% |
| Participation rate | 97.5% | 85.5%+12.1pp | 87.1%+10.5pp | 70.2%+27.3pp |
| Annual return | 45.01% | 13.51%+31.5pp | 29.29%+15.7pp | 5.13%+39.9pp |
| Employer contribution / active EE | $2,581 | $3,161-18.3% | $5,211-50.5% | $1,974+30.8% |
| Participant deferral / active EE | $2,458 | $4,606-46.6% | $6,282-60.9% | $3,061-19.7% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |