Filed August 7, 2019 (most recent of 4 filings on file)
Total covered: 4 employees
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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 | $51,420 | $146,267-64.8% | $197,124-73.9% | $82,448-37.6% |
| Participation rate | 97.8% | 84.0%+13.8pp | 86.7%+11.1pp | 68.1%+29.8pp |
| Annual return | 5.31% | 29.61%-24.3pp | 44.34%-39.0pp | 41.64%-36.3pp |
| Employer contribution / active EE | $3,907 | $4,723-17.3% | $6,227-37.3% | $2,551+53.2% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $14,422-100.0% | $16,298-100.0% | $7,234-100.0% |