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 | $15,940 | $55,449-71.3% | $83,831-81.0% | $56,289-71.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -24.28% | -1.38%-22.9pp | 850.99%-875.3pp | -9.96%-14.3pp |
| Employer contribution / active EE | $4,424 | $2,430+82.0% | $3,631+21.8% | $2,111+109.6% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |