Filed January 15, 2021
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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 | $126,271 | $89,652+40.8% | $141,197-10.6% | $65,186+93.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 5.50% | 32.79%-27.3pp | 71.41%-65.9pp | 29.39%-23.9pp |
| Employer contribution / active EE | $8,639 | $3,065+181.9% | $4,736+82.4% | $2,177+296.9% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |