Filed November 30, 2018
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,643 | $107,378-74.3% | $108,582-74.5% | $57,658-52.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | -0.28% | 12.80%-13.1pp | -51.70%+51.4pp | 5.13%-5.4pp |
| Employer contribution / active EE | $1,767 | $1,782-0.8% | $3,758-53.0% | $1,974-10.5% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |