Filed February 25, 2019 (most recent of 4 filings on file)
Total covered: 6 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 | $23,807 | $52,884-55.0% | $84,753-71.9% | $55,167-56.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -13.16% | 18.03%-31.2pp | 22.78%-35.9pp | 169.23%-182.4pp |
| Employer contribution / active EE | $3,066 | $2,233+37.3% | $3,574-14.2% | $1,963+56.2% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |