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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,936 | $79,209-25.6% | $102,434-42.5% | $74,459-20.8% |
| Participation rate | 99.5% | 74.8%+24.7pp | 76.5%+22.9pp | 67.2%+32.2pp |
| Annual return | 9.12% | 54.98%-45.9pp | 29.46%-20.3pp | 1369.70%-1360.6pp |
| Employer contribution / active EE | $5,449 | $2,362+130.6% | $3,023+80.2% | $2,626+107.5% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,055-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,462-100.0% | $1,945-100.0% |