Filed June 18, 2018
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,838 | $80,781+307.1% | $102,437+221.0% | $74,478+341.5% |
| Participation rate | 99.3% | 65.7%+33.6pp | 74.5%+24.8pp | 67.2%+32.1pp |
| Annual return | 0.91% | 27.58%-26.7pp | 24.95%-24.0pp | 1370.56%-1369.7pp |
| Employer contribution / active EE | $13,873 | $3,160+339.0% | $3,871+258.4% | $2,626+428.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |