Filed April 24, 2019
Total covered: 7 employees
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,377 | $75,183-58.3% | $123,894-74.7% | $55,167-43.1% |
| Participation rate | 99.3% | 72.8%+26.4pp | 81.4%+17.9pp | 69.0%+30.3pp |
| Annual return | 158.84% | 19.01%+139.8pp | 47.52%+111.3pp | 169.23%-10.4pp |
| Employer contribution / active EE | $2,380 | $2,823-15.7% | $4,617-48.5% | $1,963+21.2% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |