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 | $13,786 | $47,977-71.3% | $154,108-91.1% | $56,289-75.5% |
| Participation rate | 96.3% | 66.2%+30.1pp | 83.0%+13.3pp | 69.9%+26.5pp |
| Annual return | -21.15% | 3.54%-24.7pp | 735.21%-756.4pp | -9.96%-11.2pp |
| Employer contribution / active EE | $337 | $2,169-84.4% | $5,298-93.6% | $2,111-84.0% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $28 | $438-93.7% | $13,411-99.8% | $521-94.7% |