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 | $103,377 | $58,347+77.2% | $85,709+20.6% | $86,821+19.1% |
| Participation rate | 97.8% | 64.9%+32.9pp | 69.9%+27.9pp | 72.3%+25.5pp |
| Annual return | -34.13% | 18.43%-52.6pp | 21.49%-55.6pp | 97.94%-132.1pp |
| Employer contribution / active EE | $3,616 | $1,751+106.6% | $2,619+38.1% | $2,406+50.3% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,924-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $147-100.0% | $6,876-100.0% | $170-100.0% |