Filed April 16, 2018 (most recent of 6 filings on file)
Participant contribution per participant 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 | $0 | $40,289-100.0% | $219,466-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 4.2%-4.2pp |
| Annual return | 7.51% | 5.72%+1.8pp | 5.00%+2.5pp | 10.64%-3.1pp |
| Employer contribution / active EE | $10,449 | $7,055+48.1% | $35,918-70.9% | $11,561-9.6% |
| Participant deferral / active EE | $149 | $269-44.4% | $75+98.2% | $347-57.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,204-100.0% | $312-100.0% |