Filed August 2, 2019
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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 | $215,402 | $101,499+112.2% | $147,005+46.5% | $74,546+189.0% |
| Participation rate | 98.5% | 75.5%+23.0pp | 82.2%+16.4pp | 67.2%+31.3pp |
| Annual return | 4.77% | 8732.34%-8727.6pp | 418.76%-414.0pp | 1366.03%-1361.3pp |
| Employer contribution / active EE | $28,253 | $3,811+641.3% | $4,934+472.6% | $2,624+976.6% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $8 | $1,748-99.6% | $13,006-99.9% | $1,944-99.6% |