Filed October 21, 2019 (most recent of 3 filings on file)
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Employer contribution per participant 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 | $12,983 | $63,314-79.5% | $91,004-85.7% | $62,293-79.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 614.29% | 21.00%+593.3pp | 4.60%+609.7pp | 28.90%+585.4pp |
| Employer contribution / active EE | $347 | $1,807-80.8% | $2,456-85.9% | $2,042-83.0% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |