Filed February 23, 2018 (most recent of 2 filings on file)
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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 | $19,876 | $84,936-76.6% | $111,308-82.1% | $79,391-75.0% |
| Participation rate | 98.0% | 75.9%+22.2pp | 77.3%+20.7pp | 70.7%+27.3pp |
| Annual return | -32.67% | 17.45%-50.1pp | 54.67%-87.3pp | 116.88%-149.5pp |
| Employer contribution / active EE | $15,822 | $1,979+699.4% | $2,732+479.2% | $2,428+551.7% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,965-100.0% | $627-100.0% |