Filed October 21, 2019 (most recent of 3 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $331 | $78,483-99.6% | $106,201-99.7% | $74,546-99.6% |
| Participation rate | 99.3% | 72.8%+26.5pp | 75.3%+24.0pp | 67.2%+32.1pp |
| Annual return | -88.92% | 15.94%-104.9pp | 116.26%-205.2pp | 1366.03%-1455.0pp |
| Employer contribution / active EE | $874 | $2,522-65.3% | $3,170-72.4% | $2,624-66.7% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $23 | $2,236-99.0% | $11,039-99.8% | $1,944-98.8% |