Filed March 26, 2019
Total covered: 45 employees
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,399 | $65,378+313.6% | $87,102+210.4% | $65,188+314.8% |
| Participation rate | 97.4% | 75.3%+22.0pp | 76.9%+20.5pp | 70.2%+27.2pp |
| Annual return | 14.50% | 31.28%-16.8pp | 28.19%-13.7pp | 29.38%-14.9pp |
| Employer contribution / active EE | $28,930 | $1,823+1487.2% | $2,521+1047.3% | $2,177+1229.0% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,048-100.0% | $3,514-100.0% |
| Admin fee / account holder | $7 | $520-98.7% | $7,493-99.9% | $847-99.2% |