Filed December 27, 2018 (most recent of 9 filings on file)
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $908,136 | $65,118+1294.6% | $76,768+1083.0% | $55,727+1529.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | 17.23% | -1.27%+18.5pp | 2.43%+14.8pp | 244.94%-227.7pp |
| Employer contribution / active EE | $2,886 | $1,941+48.7% | $2,485+16.1% | $2,078+38.9% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,676-100.0% | $115-100.0% |