Filed December 17, 2019
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,734 | $57,752-95.3% | $112,273-97.6% | $71,495-96.2% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.4%+27.6pp | 67.9%+32.1pp |
| Annual return | -144.60% | 18.25%-162.9pp | 30.23%-174.8pp | 28.85%-173.5pp |
| Employer contribution / active EE | $7,522 | $1,912+293.4% | $3,431+119.2% | $2,589+190.5% |
| Participant deferral / active EE | $0 | $2,860-100.0% | $4,800-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,586-100.0% | $7,752-100.0% | $1,588-100.0% |