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 | $95,799 | $104,479-8.3% | $159,474-39.9% | $79,391+20.7% |
| Participation rate | 98.7% | 76.6%+22.1pp | 82.8%+15.9pp | 70.7%+28.0pp |
| Annual return | -18.32% | 67.98%-86.3pp | 263.68%-282.0pp | 116.88%-135.2pp |
| Employer contribution / active EE | $5,833 | $3,417+70.7% | $4,831+20.7% | $2,428+140.2% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,802-100.0% | $627-100.0% |