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 | $89,323 | $100,272-10.9% | $170,055-47.5% | $74,478+19.9% |
| Participation rate | 99.3% | 87.4%+11.9pp | 87.0%+12.3pp | 70.7%+28.6pp |
| Annual return | -14.30% | 66.12%-80.4pp | 53.43%-67.7pp | 34.37%-48.7pp |
| Employer contribution / active EE | $5,052 | $4,266+18.4% | $6,790-25.6% | $2,637+91.6% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,410-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $12,828-100.0% | $347-100.0% |