Filed August 7, 2019 (most recent of 4 filings on file)
Total covered: 4 employees
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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 | $28,919 | $82,028-64.7% | $123,105-76.5% | $59,633-51.5% |
| Participation rate | 91.1% | 83.2%+7.9pp | 86.8%+4.4pp | 68.7%+22.5pp |
| Annual return | 9.08% | 5.12%+4.0pp | 13.22%-4.1pp | 2041.45%-2032.4pp |
| Employer contribution / active EE | $1,735 | $3,297-47.4% | $5,151-66.3% | $2,203-21.2% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $5,879-100.0% | $9,014-100.0% | $4,297-100.0% |