Filed March 26, 2018
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,428 | $94,529-49.8% | $140,019-66.1% | $64,173-26.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 13.96% | 7.77%+6.2pp | 651.17%-637.2pp | 7.63%+6.3pp |
| Employer contribution / active EE | $4,684 | $3,812+22.8% | $5,605-16.4% | $2,381+96.7% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |