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 | $117,291 | $76,112+54.1% | $96,544+21.5% | $71,529+64.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 8.84% | 22.80%-14.0pp | 25.88%-17.0pp | 28.97%-20.1pp |
| Employer contribution / active EE | $4,964 | $2,248+120.8% | $2,966+67.3% | $2,590+91.7% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $7 | $2,708-99.8% | $8,254-99.9% | $1,588-99.6% |