Filed April 24, 2019
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 | $119,082 | $99,957+19.1% | $149,745-20.5% | $73,497+62.0% |
| Participation rate | 98.8% | 75.7%+23.0pp | 82.5%+16.3pp | 70.7%+28.1pp |
| Annual return | 8.10% | 53.87%-45.8pp | 276.72%-268.6pp | 28.51%-20.4pp |
| Employer contribution / active EE | $10,000 | $3,191+213.4% | $4,646+115.3% | $2,270+340.5% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |