Filed April 25, 2019
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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 | $126,106 | $104,336+20.9% | $159,450-20.9% | $86,810+45.3% |
| Participation rate | 95.5% | 77.7%+17.8pp | 82.8%+12.7pp | 72.3%+23.2pp |
| Annual return | 13.73% | 26.32%-12.6pp | 263.60%-249.9pp | 97.92%-84.2pp |
| Employer contribution / active EE | $4,446 | $3,451+28.8% | $4,830-7.9% | $2,405+84.8% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,800-100.0% | $170-100.0% |