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 | $88,880 | $104,479-14.9% | $159,474-44.3% | $79,391+12.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 10.29% | 67.98%-57.7pp | 263.68%-253.4pp | 116.88%-106.6pp |
| Employer contribution / active EE | $8,000 | $3,417+134.1% | $4,831+65.6% | $2,428+229.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $71 | $711-90.1% | $10,802-99.3% | $627-88.7% |