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 | $88,672-20.1% | $105,223-32.7% | $82,448-14.1% |
| Participation rate | 92.2% | 67.9%+24.3pp | 75.0%+17.1pp | 68.1%+24.1pp |
| Annual return | -11.75% | 30.86%-42.6pp | 180.65%-192.4pp | 41.64%-53.4pp |
| Employer contribution / active EE | $13,931 | $3,048+357.1% | $3,689+277.7% | $2,551+446.1% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |