Filed January 16, 2019
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Annual investment return 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 | $95,289 | $73,638+29.4% | $95,964-0.7% | $73,497+29.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 9.64% | 16.78%-7.1pp | 91.64%-82.0pp | 28.51%-18.9pp |
| Employer contribution / active EE | $12,806 | $1,863+587.3% | $2,541+403.9% | $2,270+464.1% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6 | $482-98.8% | $6,797-99.9% | $513-98.9% |