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 | $99,925 | $84,940+17.6% | $111,306-10.2% | $79,389+25.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 11.25% | 17.45%-6.2pp | 54.67%-43.4pp | 116.89%-105.6pp |
| Employer contribution / active EE | $10,206 | $1,979+415.6% | $2,732+273.6% | $2,428+320.3% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $5 | $537-99.0% | $7,966-99.9% | $626-99.1% |