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 | $56,549 | $69,383-18.5% | $101,271-44.2% | $73,493-23.1% |
| Participation rate | 99.1% | 68.4%+30.7pp | 75.8%+23.3pp | 70.7%+28.4pp |
| Annual return | -64.28% | 18.46%-82.7pp | 46.48%-110.8pp | 28.51%-92.8pp |
| Employer contribution / active EE | $26,345 | $2,628+902.3% | $3,660+619.8% | $2,270+1060.5% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |