Filed February 19, 2019 (most recent of 3 filings on file)
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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 | $21,748 | $66,650-67.4% | $92,915-76.6% | $67,582-67.8% |
| Participation rate | 97.9% | 72.5%+25.4pp | 76.0%+21.9pp | 71.3%+26.6pp |
| Annual return | 6.19% | 92.64%-86.4pp | 109.45%-103.3pp | 378.57%-372.4pp |
| Employer contribution / active EE | $1,049 | $2,777-62.2% | $3,653-71.3% | $2,148-51.2% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,796-100.0% | $142-100.0% |