Filed May 10, 2018 (most recent of 2 filings on file)
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,077 | $57,976-68.8% | $63,018-71.3% | $62,293-71.0% |
| Participation rate | 97.5% | 75.9%+21.6pp | 74.8%+22.7pp | 69.5%+28.0pp |
| Annual return | 16.35% | 17.54%-1.2pp | 87.62%-71.3pp | 28.90%-12.5pp |
| Employer contribution / active EE | $3,078 | $2,415+27.5% | $2,761+11.5% | $2,042+50.7% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,330-100.0% | $3,169-100.0% |
| Admin fee / account holder | $6 | $276-97.9% | $3,601-99.8% | $479-98.8% |