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.
Annual investment return 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 | $103,954 | $111,608-6.9% | $177,848-41.5% | $73,412+41.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | -6.78% | 18.23%-25.0pp | 48.33%-55.1pp | 59.30%-66.1pp |
| Employer contribution / active EE | $7,945 | $3,796+109.3% | $5,919+34.2% | $2,234+255.7% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $3 | $166-98.1% | $12,431-100.0% | $158-98.0% |