Filed December 17, 2019
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,835 | $62,393-73.0% | $120,580-86.0% | $74,478-77.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 72.0%+28.0pp | 67.2%+32.8pp |
| Annual return | 190.93% | 18.61%+172.3pp | 107.48%+83.5pp | 1370.56%-1179.6pp |
| Employer contribution / active EE | $8,186 | $1,845+343.8% | $3,469+136.0% | $2,626+211.7% |
| Participant deferral / active EE | $0 | $2,886-100.0% | $4,995-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,396-100.0% | $9,418-100.0% | $1,946-100.0% |