Filed September 18, 2018
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Participant 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 | $38,079 | $155,795-75.6% | $136,297-72.1% | $69,631-45.3% |
| Participation rate | 98.4% | 75.2%+23.1pp | 81.9%+16.5pp | 70.7%+27.7pp |
| Annual return | 18.46% | 232464.33%-232445.9pp | 5156.16%-5137.7pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $1,648 | $2,991-44.9% | $4,696-64.9% | $2,032-18.9% |
| Participant deferral / active EE | $1,660 | $5,394-69.2% | $6,247-73.4% | $3,224-48.5% |
| Admin fee / account holder | $1 | $128-99.4% | $9,244-100.0% | $110-99.3% |