Filed May 23, 2018 (most recent of 3 filings on file)
Total covered: 7 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,283 | $129,095-44.0% | $184,185-60.8% | $77,692-7.0% |
| Participation rate | 99.4% | 87.3%+12.1pp | 86.8%+12.6pp | 70.6%+28.8pp |
| Annual return | -22.29% | 33.29%-55.6pp | 28.81%-51.1pp | 31.25%-53.5pp |
| Employer contribution / active EE | $5,154 | $4,410+16.9% | $6,426-19.8% | $2,726+89.1% |
| Participant deferral / active EE | $0 | $7,300-100.0% | $9,132-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,909-100.0% | $431-100.0% |