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 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 14.87% | 13.51%+1.4pp | 10.75%+4.1pp | 13.51%+1.4pp |
| Employer contribution / active EE | $12,386 | $8,170+51.6% | $35,170-64.8% | $8,170+51.6% |
| Participant deferral / active EE | $437 | $488-10.5% | $82+431.9% | $488-10.5% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |