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 | $129,227-44.1% | $184,256-60.8% | $77,762-7.0% |
| Participation rate | 99.4% | 87.4%+12.1pp | 86.8%+12.6pp | 70.6%+28.8pp |
| Annual return | -22.29% | 33.24%-55.5pp | 28.85%-51.1pp | 31.27%-53.6pp |
| Employer contribution / active EE | $5,154 | $4,412+16.8% | $6,427-19.8% | $2,728+88.9% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,899-100.0% | $433-100.0% |