Filed November 20, 2018 (most recent of 2 filings on file)
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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 | $31,773 | $81,476-61.0% | $102,383-69.0% | $80,925-60.7% |
| Participation rate | 85.9% | 66.8%+19.0pp | 74.5%+11.4pp | 67.7%+18.2pp |
| Annual return | -18.24% | 25.59%-43.8pp | 24.94%-43.2pp | 35.65%-53.9pp |
| Employer contribution / active EE | $6,223 | $3,105+100.4% | $3,870+60.8% | $2,756+125.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |