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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,114 | $56,640-96.3% | $78,002-97.3% | $55,167-96.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | -61.31% | 2868.48%-2929.8pp | 425.99%-487.3pp | 169.23%-230.5pp |
| Employer contribution / active EE | $435 | $1,724-74.8% | $2,470-82.4% | $1,963-77.8% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,481-100.0% | $504-100.0% |