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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,985 | $88,515+26.5% | $162,185-31.0% | $67,582+65.7% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 154.23% | 27.04%+127.2pp | 115.61%+38.6pp | 378.57%-224.3pp |
| Employer contribution / active EE | $7,444 | $3,563+108.9% | $5,613+32.6% | $2,148+246.6% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $3 | $124-97.7% | $10,844-100.0% | $142-98.0% |