Filed February 7, 2020
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $0 | $308,850-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 0.0%0pp |
| Annual return | 14.31% | 9.56%+4.7pp | 14.41%-0.1pp | 17.84%-3.5pp |
| Employer contribution / active EE | $4,873 | $24,624-80.2% | $45,283-89.2% | $14,688-66.8% |
| Participant deferral / active EE | $0 | $2,747-100.0% | $125-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,941-100.0% | - |