Filed February 25, 2019 (most recent of 4 filings on file)
Total covered: 6 employees
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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 | $23,414 | $76,696-69.5% | $96,538-75.7% | $71,529-67.3% |
| Participation rate | 75.3% | 66.6%+8.7pp | 74.3%+0.9pp | 67.9%+7.3pp |
| Annual return | 86.41% | 48.32%+38.1pp | 35.74%+50.7pp | 28.97%+57.4pp |
| Employer contribution / active EE | $3,767 | $3,032+24.3% | $3,740+0.7% | $2,590+45.4% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |