Filed March 26, 2019
Total covered: 45 employees
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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 | $255,529 | $89,067+186.9% | $102,423+149.5% | $77,714+228.8% |
| Participation rate | 99.2% | 80.9%+18.3pp | 76.5%+22.7pp | 70.6%+28.6pp |
| Annual return | 10.37% | 25.01%-14.6pp | 29.42%-19.1pp | 31.26%-20.9pp |
| Employer contribution / active EE | $19,068 | $2,699+606.4% | $3,023+530.8% | $2,727+599.3% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $37 | $236-84.2% | $9,455-99.6% | $433-91.4% |