Filed July 20, 2018
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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 | $13,514 | $58,726-77.0% | $92,240-85.3% | $62,293-78.3% |
| Participation rate | 85.5% | 68.3%+17.2pp | 76.5%+9.1pp | 69.5%+16.0pp |
| Annual return | 0.00% | 43.62%-43.6pp | 176.29%-176.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $11,561 | $2,392+383.3% | $3,680+214.2% | $2,042+466.1% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |