Filed October 13, 2017
Total covered: 15 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,974 | $100,272-83.1% | $170,043-90.0% | $74,460-77.2% |
| Participation rate | 84.7% | 87.4%-2.6pp | 87.0%-2.3pp | 70.7%+14.0pp |
| Annual return | 8.54% | 66.12%-57.6pp | 53.40%-44.9pp | 34.38%-25.8pp |
| Employer contribution / active EE | $2,104 | $4,266-50.7% | $6,790-69.0% | $2,638-20.3% |
| 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% | $12,824-100.0% | $348-100.0% |