Filed April 16, 2018 (most recent of 6 filings on file)
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 | $0 | $0 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 4.44% | 13.18%-8.7pp | 32.33%-27.9pp | 13.18%-8.7pp |
| Employer contribution / active EE | $17,911 | $8,469+111.5% | $33,964-47.3% | $8,469+111.5% |
| Participant deferral / active EE | $0 | $322-100.0% | $43-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |