Filed April 11, 2018
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,064 | $73,102-67.1% | $123,553-80.5% | $56,289-57.2% |
| Participation rate | 97.5% | 74.3%+23.2pp | 82.3%+15.2pp | 69.9%+27.6pp |
| Annual return | 0.00% | 3.01%-3.0pp | 119.21%-119.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $34 | $2,977-98.8% | $4,628-99.3% | $2,111-98.4% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |