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 | $46,855 | $37,288+25.7% | $436,953-89.3% | $37,197+26.0% |
| Participation rate | 82.4% | 14.1%+68.2pp | 44.2%+38.2pp | 4.7%+77.7pp |
| Annual return | -3.80% | -2.51%-1.3pp | -102.04%+98.2pp | -0.69%-3.1pp |
| Employer contribution / active EE | $9,737 | $11,346-14.2% | $36,232-73.1% | $16,786-42.0% |
| Participant deferral / active EE | $0 | $324-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $167 | $125+33.8% | $12,721-98.7% | $124+34.2% |