Filed October 9, 2019
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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 | $28,897 | $76,407-62.2% | $150,298-80.8% | $82,448-65.0% |
| Participation rate | 86.0% | 66.4%+19.6pp | 77.8%+8.2pp | 68.1%+17.9pp |
| Annual return | 9.03% | 39.99%-31.0pp | 62.79%-53.8pp | 41.64%-32.6pp |
| Employer contribution / active EE | $1,656 | $2,614-36.6% | $4,154-60.1% | $2,551-35.1% |
| Participant deferral / active EE | $1,807 | $3,214-43.8% | $5,453-66.9% | $4,139-56.3% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |