Filed August 2, 2019
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,060 | $70,002+368.6% | $115,038+185.2% | $52,331+526.9% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 27.55% | 4.04%+23.5pp | 26.14%+1.4pp | 4.54%+23.0pp |
| Employer contribution / active EE | $3 | $2,715-99.9% | $4,608-99.9% | $1,882-99.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |