Filed September 13, 2017
Total covered: 78 employees
Participant contribution per participant 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 | $20,977 | $144,389-85.5% | $90,782-76.9% | $75,289-72.1% |
| Participation rate | 93.7% | 92.2%+1.5pp | 82.7%+11.1pp | 72.4%+21.3pp |
| Annual return | -3.26% | 0.91%-4.2pp | -3.42%+0.2pp | -0.04%-3.2pp |
| Employer contribution / active EE | $3,238 | $4,529-28.5% | $4,105-21.1% | $2,405+34.7% |
| Participant deferral / active EE | $0 | $7,882-100.0% | $5,366-100.0% | $3,739-100.0% |
| Admin fee / account holder | -$3 | $102-103.1% | $5,908-100.1% | $102-103.1% |