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 | $59,467+386.9% | $93,727+208.9% | $74,478+288.8% |
| Participation rate | 91.0% | 59.6%+31.4pp | 68.7%+22.3pp | 67.2%+23.8pp |
| Annual return | 8.22% | 82.14%-73.9pp | 133.83%-125.6pp | 1370.56%-1362.3pp |
| Employer contribution / active EE | $8,368 | $1,267+560.6% | $2,421+245.6% | $2,626+218.6% |
| Participant deferral / active EE | $14,973 | $3,052+390.7% | $4,417+239.0% | $4,350+244.2% |
| Admin fee / account holder | $5 | $3,028-99.8% | $8,292-99.9% | $1,946-99.7% |