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 | $69,274 | $78,483-11.7% | $106,201-34.8% | $74,546-7.1% |
| Participation rate | 98.9% | 72.8%+26.1pp | 75.3%+23.6pp | 67.2%+31.7pp |
| Annual return | 1.27% | 15.94%-14.7pp | 116.26%-115.0pp | 1366.03%-1364.8pp |
| Employer contribution / active EE | $4,665 | $2,522+85.0% | $3,170+47.2% | $2,624+77.8% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,236-100.0% | $11,039-100.0% | $1,944-100.0% |