Filed March 14, 2020
Total covered: 11 employees
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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 | $70,862 | $93,345-24.1% | $119,126-40.5% | $87,485-19.0% |
| Participation rate | 92.2% | 68.7%+23.4pp | 75.8%+16.4pp | 68.9%+23.3pp |
| Annual return | -11.75% | 19.08%-30.8pp | 282.11%-293.9pp | 26.06%-37.8pp |
| Employer contribution / active EE | $13,931 | $3,172+339.2% | $4,034+245.4% | $2,596+436.6% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $8,039-100.0% | $10,693-100.0% | $7,775-100.0% |