Filed August 31, 2020 (most recent of 5 filings on file)
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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 | $108,054 | $129,095-16.3% | $184,200-41.3% | $77,671+39.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | -5.12% | 33.29%-38.4pp | 28.80%-33.9pp | 31.21%-36.3pp |
| Employer contribution / active EE | $6,959 | $4,410+57.8% | $6,424+8.3% | $2,726+155.2% |
| Participant deferral / active EE | $0 | $7,300-100.0% | $9,132-100.0% | $4,648-100.0% |
| Admin fee / account holder | $6 | $256-97.8% | $13,907-100.0% | $430-98.7% |