Filed November 8, 2018 (most recent of 2 filings on file)
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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 | $1,031 | $89,652-98.9% | $141,191-99.3% | $65,185-98.4% |
| Participation rate | 88.7% | 74.7%+14.0pp | 82.5%+6.2pp | 70.2%+18.5pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.41%-71.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,026 | $3,065-66.5% | $4,736-78.3% | $2,177-52.9% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,264-100.0% | $847-100.0% |