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 | $129,159-16.3% | $184,243-41.4% | $77,714+39.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | -5.12% | 33.22%-38.3pp | 28.82%-33.9pp | 31.26%-36.4pp |
| Employer contribution / active EE | $6,959 | $4,410+57.8% | $6,427+8.3% | $2,727+155.2% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $9,132-100.0% | $4,649-100.0% |
| Admin fee / account holder | $6 | $256-97.8% | $13,914-100.0% | $433-98.7% |