Filed December 4, 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 | $37,686 | $49,471-23.8% | $79,583-52.6% | $66,949-43.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -68.47% | 84.30%-152.8pp | 0.16%-68.6pp | 1.57%-70.0pp |
| Employer contribution / active EE | $19,125 | $1,266+1410.5% | $2,414+692.4% | $2,545+651.4% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $3,986-100.0% | $4,239-100.0% |
| Admin fee / account holder | $4 | $595-99.4% | $6,835-99.9% | $594-99.4% |