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 | $101,672+111.9% | $147,117+46.4% | $74,478+189.2% |
| Participation rate | 98.5% | 75.5%+23.0pp | 82.2%+16.4pp | 67.2%+31.3pp |
| Annual return | 4.77% | 8757.83%-8753.1pp | 420.54%-415.8pp | 1370.56%-1365.8pp |
| Employer contribution / active EE | $28,253 | $3,813+640.9% | $4,932+472.8% | $2,626+975.8% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $8 | $1,753-99.6% | $12,993-99.9% | $1,946-99.6% |