Filed January 15, 2019
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,568 | $53,774-76.6% | $134,162-90.6% | $79,856-84.3% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -99.91% | 19.01%-118.9pp | 36.35%-136.3pp | 31.71%-131.6pp |
| Employer contribution / active EE | $29,233 | $1,322+2112.0% | $3,705+689.0% | $2,471+1082.9% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $3,985-100.0% | $6,685-100.0% | $5,306-100.0% |