Filed January 4, 2018 (most recent of 3 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,767 | $60,795-32.9% | $69,464-41.3% | $65,185-37.5% |
| Participation rate | 91.9% | 74.9%+17.0pp | 74.6%+17.3pp | 70.2%+21.7pp |
| Annual return | 2.70% | 17.46%-14.8pp | 28.98%-26.3pp | 29.38%-26.7pp |
| Employer contribution / active EE | $3,283 | $2,452+33.9% | $2,779+18.1% | $2,177+50.8% |
| Participant deferral / active EE | $4,179 | $3,162+32.2% | $3,536+18.2% | $3,514+18.9% |
| Admin fee / account holder | $7 | $314-97.8% | $3,840-99.8% | $847-99.2% |