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 | $17,836 | $66,319-73.1% | $93,621-80.9% | $65,186-72.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 32.29% | 42.59%-10.3pp | 32.76%-0.5pp | 29.39%+2.9pp |
| Employer contribution / active EE | $2,117 | $2,013+5.2% | $2,719-22.1% | $2,177-2.7% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $6,900-100.0% | $7,890-100.0% | $847-100.0% |