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 | $89,808-54.3% | $100,383-59.1% | $77,671-47.2% |
| Participation rate | 93.5% | 81.2%+12.3pp | 81.5%+12.0pp | 70.6%+22.9pp |
| Annual return | -24.83% | 20.62%-45.5pp | 49.26%-74.1pp | 31.21%-56.0pp |
| Employer contribution / active EE | $6,182 | $3,039+103.4% | $3,944+56.7% | $2,726+126.7% |
| Participant deferral / active EE | $0 | $8,284-100.0% | $8,086-100.0% | $4,648-100.0% |
| Admin fee / account holder | $6 | $174-96.7% | $7,900-99.9% | $430-98.6% |