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 | $101,653+111.9% | $147,080+46.5% | $74,459+189.3% |
| Participation rate | 98.5% | 75.6%+23.0pp | 82.2%+16.4pp | 67.2%+31.3pp |
| Annual return | 4.77% | 8754.98%-8750.2pp | 420.17%-415.4pp | 1369.70%-1364.9pp |
| Employer contribution / active EE | $28,253 | $3,813+640.9% | $4,933+472.7% | $2,626+976.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $8 | $1,752-99.6% | $12,989-99.9% | $1,945-99.6% |