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 | $80,434 | $91,439-12.0% | $135,974-40.8% | $71,511+12.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 0.58% | 29.90%-29.3pp | 68.30%-67.7pp | 28.86%-28.3pp |
| Employer contribution / active EE | $5,357 | $3,705+44.6% | $4,859+10.3% | $2,589+106.9% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $22 | $1,267-98.3% | $10,767-99.8% | $1,588-98.6% |