Filed September 27, 2018 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $350,051-100.0% | - | $350,051-100.0% |
| Participation rate | 0.0% | 44.5%-44.5pp | 0.0%0pp | 44.5%-44.5pp |
| Annual return | -18.39% | -21.89%+3.5pp | 179.55%-197.9pp | -14.65%-3.7pp |
| Employer contribution / active EE | $38,281 | $32,024+19.5% | $24,917+53.6% | $46,321-17.4% |
| Participant deferral / active EE | $0 | $259-100.0% | $463-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $14,582-100.0% | - | $14,582-100.0% |