Filed November 15, 2017 (most recent of 2 filings on file)
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Participant contribution per participant 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 | $30,443 | $80,211-62.0% | $74,184-59.0% | $63,975-52.4% |
| Participation rate | 99.4% | 84.2%+15.2pp | 76.6%+22.7pp | 71.1%+28.2pp |
| Annual return | 7.82% | 14.13%-6.3pp | 17.74%-9.9pp | 48.65%-40.8pp |
| Employer contribution / active EE | $2,636 | $2,553+3.2% | $2,370+11.2% | $2,182+20.8% |
| Participant deferral / active EE | $0 | $4,370-100.0% | $3,550-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $67-100.0% | $5,586-100.0% | $70-100.0% |