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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,876 | $63,114+74.1% | $92,909+18.3% | $65,185+68.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 13.84% | 28.75%-14.9pp | 109.44%-95.6pp | 29.38%-15.5pp |
| Employer contribution / active EE | $30,539 | $2,571+1088.0% | $3,653+735.9% | $2,177+1303.0% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,795-100.0% | $847-100.0% |