Filed April 4, 2018
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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 | $7,275 | $64,909-88.8% | $82,312-91.2% | $62,293-88.3% |
| Participation rate | 98.4% | 74.9%+23.5pp | 76.9%+21.5pp | 69.5%+28.9pp |
| Annual return | 0.00% | 21.18%-21.2pp | 25.88%-25.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $4,775 | $1,676+184.9% | $2,428+96.6% | $2,042+133.8% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |