Filed January 22, 2020
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,544 | $78,976+0.7% | $100,383-20.8% | $74,546+6.7% |
| Participation rate | 98.2% | 79.5%+18.8pp | 81.5%+16.7pp | 67.2%+31.0pp |
| Annual return | 104.40% | 20.62%+83.8pp | 49.26%+55.1pp | 1366.03%-1261.6pp |
| Employer contribution / active EE | $5,036 | $3,019+66.8% | $3,944+27.7% | $2,624+91.9% |
| Participant deferral / active EE | $0 | $7,758-100.0% | $8,086-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,330-100.0% | $7,900-100.0% | $1,944-100.0% |