Filed August 31, 2020 (most recent of 5 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,131 | $71,802-5.1% | $133,975-49.1% | $57,658+18.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 0.00% | 13.51%-13.5pp | 29.29%-29.3pp | 5.13%-5.1pp |
| Employer contribution / active EE | $2,452 | $3,161-22.4% | $5,211-52.9% | $1,974+24.2% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |