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 | $3,896 | $72,639-94.6% | $90,766-95.7% | $66,949-94.2% |
| Participation rate | 98.9% | 73.7%+25.2pp | 75.7%+23.2pp | 69.8%+29.1pp |
| Annual return | -58.72% | -12.28%-46.4pp | -12.16%-46.6pp | 1.57%-60.3pp |
| Employer contribution / active EE | $1,352 | $2,369-42.9% | $2,922-53.7% | $2,545-46.9% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $708-100.0% | $8,446-100.0% | $594-100.0% |