Filed December 16, 2019 (most recent of 3 filings on file)
Total covered: 56 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,300 | $99,957-17.7% | $149,745-45.0% | $73,497+12.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 7.53% | 53.87%-46.3pp | 276.72%-269.2pp | 28.51%-21.0pp |
| Employer contribution / active EE | $4,762 | $3,191+49.2% | $4,646+2.5% | $2,270+109.8% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $63 | $551-88.5% | $9,312-99.3% | $513-87.7% |