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 | $35,436 | $73,978-52.1% | $96,515-63.3% | $75,173-52.9% |
| Participation rate | 90.7% | 66.4%+24.2pp | 74.3%+16.3pp | 67.2%+23.5pp |
| Annual return | -42.41% | 26.72%-69.1pp | 35.73%-78.1pp | 160.72%-203.1pp |
| Employer contribution / active EE | $9,528 | $2,931+225.1% | $3,740+154.8% | $2,671+256.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2 | $5,219-100.0% | $6,735-100.0% | $5,651-100.0% |