Filed April 4, 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 | $38,117 | $47,278-19.4% | $124,694-69.4% | $93,010-59.0% |
| Participation rate | 89.4% | 51.1%+38.4pp | 74.6%+14.8pp | 73.9%+15.5pp |
| Annual return | -21.10% | 15.27%-36.4pp | 5144.82%-5165.9pp | 158.70%-179.8pp |
| Employer contribution / active EE | $2,747 | $937+193.1% | $3,325-17.4% | $2,705+1.5% |
| Participant deferral / active EE | $0 | $1,786-100.0% | $4,615-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $7,495-100.0% | $152-100.0% |