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 | $25,895 | $168,477-84.6% | $105,387-75.4% | $77,775-66.7% |
| Participation rate | 94.2% | 91.6%+2.6pp | 82.6%+11.6pp | 73.2%+21.0pp |
| Annual return | 24.53% | 25.62%-1.1pp | 26.82%-2.3pp | 32.58%-8.0pp |
| Employer contribution / active EE | $3,354 | $4,957-32.3% | $4,213-20.4% | $2,504+33.9% |
| Participant deferral / active EE | $0 | $8,141-100.0% | $5,502-100.0% | $3,966-100.0% |
| Admin fee / account holder | -$3 | $103-102.8% | $6,559-100.0% | $100-102.9% |