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 | $60,867 | $110,083-44.7% | $151,639-59.9% | $68,486-11.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.84% | -10.12%-2.7pp | 3.34%-16.2pp | -7.85%-5.0pp |
| Employer contribution / active EE | $6,744 | $4,470+50.9% | $6,165+9.4% | $2,597+159.7% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $7,718-100.0% | $11,613-100.0% | $5,404-100.0% |