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 | $96,610 | $91,474+5.6% | $135,982-29.0% | $71,529+35.1% |
| Participation rate | 97.7% | 75.7%+22.0pp | 81.9%+15.8pp | 67.9%+29.8pp |
| Annual return | -15.29% | 29.89%-45.2pp | 68.32%-83.6pp | 28.97%-44.3pp |
| Employer contribution / active EE | $12,438 | $3,705+235.7% | $4,859+156.0% | $2,590+380.3% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |