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 | $50,969 | $64,176-20.6% | $112,249-54.6% | $66,938-23.9% |
| Participation rate | 92.6% | 68.4%+24.1pp | 75.1%+17.5pp | 69.8%+22.8pp |
| Annual return | -26.21% | -13.80%-12.4pp | 27.48%-53.7pp | 1.58%-27.8pp |
| Employer contribution / active EE | $6,035 | $3,007+100.7% | $3,636+66.0% | $2,545+137.1% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1 | $626-99.9% | $6,412-100.0% | $594-99.9% |