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 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 7.78% | 13.18%-5.4pp | 32.33%-24.6pp | 13.18%-5.4pp |
| Employer contribution / active EE | $3,622 | $8,469-57.2% | $33,964-89.3% | $8,469-57.2% |
| Participant deferral / active EE | $433 | $322+34.4% | $43+917.0% | $322+34.4% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |