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 | $77,814-62.9% | $158,223-81.7% | $86,983-66.8% |
| Participation rate | 86.0% | 68.4%+17.5pp | 79.2%+6.8pp | 69.5%+16.4pp |
| Annual return | 9.03% | 30.54%-21.5pp | 52.09%-43.1pp | 25.83%-16.8pp |
| Employer contribution / active EE | $1,656 | $2,592-36.1% | $4,109-59.7% | $2,584-35.9% |
| Participant deferral / active EE | $1,807 | $3,270-44.7% | $5,467-66.9% | $4,194-56.9% |
| Admin fee / account holder | $0 | $5,879-100.0% | $16,047-100.0% | $7,856-100.0% |