Filed December 5, 2019
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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 | $41,016 | $90,064-54.5% | $100,415-59.2% | $77,762-47.3% |
| Participation rate | 93.5% | 81.3%+12.2pp | 81.5%+12.0pp | 70.6%+22.9pp |
| Annual return | -24.83% | 20.61%-45.4pp | 49.47%-74.3pp | 31.27%-56.1pp |
| Employer contribution / active EE | $6,182 | $3,043+103.1% | $3,943+56.8% | $2,728+126.6% |
| Participant deferral / active EE | $0 | $8,282-100.0% | $8,091-100.0% | $4,651-100.0% |
| Admin fee / account holder | $6 | $172-96.6% | $7,906-99.9% | $433-98.7% |