Filed December 21, 2018
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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 | $82,275 | $55,402+48.5% | $76,089+8.1% | $77,714+5.9% |
| Participation rate | 97.4% | 63.6%+33.8pp | 69.1%+28.3pp | 70.6%+26.8pp |
| Annual return | -11.70% | 17.09%-28.8pp | 360.94%-372.6pp | 31.26%-43.0pp |
| Employer contribution / active EE | $5,055 | $1,789+182.5% | $2,690+87.9% | $2,727+85.4% |
| Participant deferral / active EE | $0 | $3,450-100.0% | $4,259-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $410-100.0% | $6,418-100.0% | $433-100.0% |