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 | $110,367 | $100,272+10.1% | $170,057-35.1% | $74,473+48.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | -16.99% | 66.12%-83.1pp | 53.42%-70.4pp | 34.36%-51.4pp |
| Employer contribution / active EE | $6,425 | $4,266+50.6% | $6,790-5.4% | $2,638+143.5% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,411-100.0% | $4,530-100.0% |
| Admin fee / account holder | $10 | $235-95.7% | $12,826-99.9% | $347-97.1% |