Filed February 5, 2020
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,196 | $32,767-7.8% | $219,333-86.2% | $211,396-85.7% |
| Participation rate | 90.5% | 18.8%+71.7pp | 42.3%+48.2pp | 4.3%+86.2pp |
| Annual return | 0.49% | -2.03%+2.5pp | -2.01%+2.5pp | 2.81%-2.3pp |
| Employer contribution / active EE | $5,849 | $9,185-36.3% | $34,453-83.0% | $16,358-64.2% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $174 | $193-9.5% | $5,362-96.7% | $1,639-89.4% |