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 | $158,775 | $101,591+56.3% | $147,096+7.9% | $74,429+113.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 4.67% | 8746.45%-8741.8pp | 419.75%-415.1pp | 1368.38%-1363.7pp |
| Employer contribution / active EE | $13,889 | $3,813+264.3% | $4,936+181.4% | $2,625+429.1% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |