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 | $175,056 | $98,776+77.2% | $149,745+16.9% | $79,856+119.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 5.45% | 27.38%-21.9pp | 276.72%-271.3pp | 31.71%-26.3pp |
| Employer contribution / active EE | $12,496 | $3,217+288.4% | $4,646+169.0% | $2,471+405.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |