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.
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 | $33,957 | $109,359-68.9% | $162,185-79.1% | $72,976-53.5% |
| Participation rate | 97.6% | 84.3%+13.3pp | 87.6%+10.0pp | 69.5%+28.1pp |
| Annual return | 7.34% | 25.46%-18.1pp | 115.61%-108.3pp | 81.02%-73.7pp |
| Employer contribution / active EE | $1,613 | $3,907-58.7% | $5,613-71.3% | $2,440-33.9% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1 | $7,972-100.0% | $10,844-100.0% | $5,124-100.0% |