Filed August 7, 2019 (most recent of 4 filings on file)
Total covered: 4 employees
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Employer contribution per participant 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 | $39,047 | $110,083-64.5% | $151,645-74.3% | $68,490-43.0% |
| Participation rate | 96.8% | 84.0%+12.8pp | 87.5%+9.3pp | 67.9%+28.9pp |
| Annual return | 9.90% | -10.12%+20.0pp | 3.34%+6.6pp | -7.85%+17.8pp |
| Employer contribution / active EE | $988 | $4,470-77.9% | $6,165-84.0% | $2,597-62.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $7,718-100.0% | $11,614-100.0% | $5,403-100.0% |