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 | $63,614 | $77,670-18.1% | $109,163-41.7% | $79,393-19.9% |
| Participation rate | 95.2% | 67.8%+27.4pp | 75.9%+19.3pp | 70.7%+24.5pp |
| Annual return | -25.68% | 23.44%-49.1pp | 25.75%-51.4pp | 116.87%-142.6pp |
| Employer contribution / active EE | $7,957 | $2,798+184.3% | $3,723+113.8% | $2,428+227.8% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,754-100.0% | $627-100.0% |