Filed November 20, 2018 (most recent of 2 filings on file)
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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 | $9,352 | $52,884-82.3% | $84,753-89.0% | $55,167-83.0% |
| Participation rate | 75.5% | 67.5%+8.0pp | 76.6%-1.1pp | 69.0%+6.5pp |
| Annual return | 0.00% | 18.03%-18.0pp | 22.78%-22.8pp | 169.23%-169.2pp |
| Employer contribution / active EE | $7,061 | $2,233+216.1% | $3,574+97.5% | $1,963+259.8% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |