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 | $101,591+112.0% | $147,096+46.4% | $74,429+189.4% |
| Participation rate | 98.5% | 75.5%+23.0pp | 82.2%+16.4pp | 67.2%+31.3pp |
| Annual return | 4.77% | 8746.45%-8741.7pp | 419.75%-415.0pp | 1368.38%-1363.6pp |
| Employer contribution / active EE | $28,253 | $3,813+641.1% | $4,936+472.4% | $2,625+976.4% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $8 | $1,750-99.6% | $13,005-99.9% | $1,944-99.6% |