Filed November 18, 2019 (most recent of 5 filings on file)
Total covered: 16 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $398,751 | $91,406+336.2% | $130,070+206.6% | $74,478+435.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 12.94% | 23.21%-10.3pp | -137.40%+150.3pp | 34.37%-21.4pp |
| Employer contribution / active EE | $2,858 | $2,565+11.4% | $4,322-33.9% | $2,637+8.4% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $5,821-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,600-100.0% | $347-100.0% |