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 | $105,284-32.7% | $150,734-53.0% | $94,015-24.6% |
| Participation rate | 92.2% | 71.7%+20.5pp | 78.4%+13.7pp | 70.8%+21.4pp |
| Annual return | -11.75% | 15.67%-27.4pp | 600.81%-612.6pp | 17.84%-29.6pp |
| Employer contribution / active EE | $13,931 | $3,599+287.1% | $4,918+183.2% | $2,790+399.3% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $9,839-100.0% | $14,905-100.0% | $8,951-100.0% |