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 | $55,482+48.3% | $76,051+8.2% | $77,692+5.9% |
| Participation rate | 97.4% | 63.7%+33.7pp | 69.1%+28.3pp | 70.6%+26.8pp |
| Annual return | -11.70% | 17.09%-28.8pp | 360.42%-372.1pp | 31.25%-43.0pp |
| Employer contribution / active EE | $5,055 | $1,792+182.1% | $2,690+87.9% | $2,726+85.4% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $4,257-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $407-100.0% | $6,416-100.0% | $431-100.0% |