Filed December 8, 2018 (most recent of 2 filings on file)
Total covered: 5 employees
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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 | $18,428 | $46,732-60.6% | $156,551-88.2% | $55,167-66.6% |
| Participation rate | 97.9% | 65.8%+32.1pp | 84.0%+13.9pp | 69.0%+28.9pp |
| Annual return | -40.99% | 17.72%-58.7pp | 32.23%-73.2pp | 169.23%-210.2pp |
| Employer contribution / active EE | $591 | $2,105-71.9% | $5,501-89.3% | $1,963-69.9% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |