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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,588 | $58,726-64.9% | $92,240-77.7% | $62,293-66.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -1.72% | 43.62%-45.3pp | 176.29%-178.0pp | 28.90%-30.6pp |
| Employer contribution / active EE | $3,101 | $2,392+29.6% | $3,680-15.7% | $2,042+51.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |