Filed January 22, 2019
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Annual investment return 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 | $289,541 | $59,456+387.0% | $93,669+209.1% | $74,429+289.0% |
| Participation rate | 91.0% | 59.6%+31.3pp | 68.7%+22.2pp | 67.2%+23.8pp |
| Annual return | 8.22% | 82.00%-73.8pp | 133.59%-125.4pp | 1368.38%-1360.2pp |
| Employer contribution / active EE | $8,368 | $1,266+561.0% | $2,424+245.3% | $2,625+218.8% |
| Participant deferral / active EE | $14,973 | $3,052+390.7% | $4,416+239.1% | $4,348+244.3% |
| Admin fee / account holder | $5 | $3,026-99.8% | $8,291-99.9% | $1,944-99.7% |