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 | $54,735 | $73,978-26.0% | $96,515-43.3% | $75,173-27.2% |
| Participation rate | 94.5% | 66.4%+28.1pp | 74.3%+20.2pp | 67.2%+27.3pp |
| Annual return | -43.31% | 26.72%-70.0pp | 35.73%-79.0pp | 160.72%-204.0pp |
| Employer contribution / active EE | $9,535 | $2,931+225.4% | $3,740+155.0% | $2,671+257.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,219-100.0% | $6,735-100.0% | $5,651-100.0% |