Filed October 21, 2019 (most recent of 3 filings on file)
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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 | $12,285 | $58,093-78.9% | $80,022-84.6% | $56,289-78.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -2.18% | 34.63%-36.8pp | 11.22%-13.4pp | -9.96%+7.8pp |
| Employer contribution / active EE | $1,834 | $1,933-5.1% | $2,468-25.7% | $2,111-13.1% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |