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 | $78,690-63.3% | $161,489-82.1% | $87,485-67.0% |
| Participation rate | 86.0% | 67.5%+18.5pp | 78.7%+7.3pp | 68.9%+17.0pp |
| Annual return | 9.03% | 32.74%-23.7pp | 89.72%-80.7pp | 26.06%-17.0pp |
| Employer contribution / active EE | $1,656 | $2,588-36.0% | $4,268-61.2% | $2,596-36.2% |
| Participant deferral / active EE | $1,807 | $3,311-45.4% | $5,630-67.9% | $4,274-57.7% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |