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 | $95,300 | $49,763+91.5% | $70,565+35.1% | $74,473+28.0% |
| Participation rate | 93.5% | 64.6%+28.9pp | 68.4%+25.2pp | 70.7%+22.8pp |
| Annual return | -5.74% | 21.21%-27.0pp | 32.79%-38.5pp | 34.36%-40.1pp |
| Employer contribution / active EE | $3,737 | $1,776+110.5% | $2,976+25.6% | $2,638+41.6% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $4,568-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $316-100.0% | $6,430-100.0% | $347-100.0% |