Filed May 7, 2019
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Participant contribution per participant 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 | $53,843 | $50,464+6.7% | $75,784-29.0% | $52,331+2.9% |
| Participation rate | 96.2% | 66.8%+29.4pp | 75.8%+20.4pp | 68.1%+28.1pp |
| Annual return | 52.05% | 1.03%+51.0pp | 9.68%+42.4pp | 4.54%+47.5pp |
| Employer contribution / active EE | $2,535 | $1,988+27.5% | $3,323-23.7% | $1,882+34.7% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |