Filed November 17, 2020
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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 | $81,787 | $99,957-18.2% | $149,745-45.4% | $73,497+11.3% |
| Participation rate | 99.3% | 75.7%+23.6pp | 82.5%+16.8pp | 70.7%+28.6pp |
| Annual return | 4.84% | 53.87%-49.0pp | 276.72%-271.9pp | 28.51%-23.7pp |
| Employer contribution / active EE | $6,099 | $3,191+91.1% | $4,646+31.3% | $2,270+168.7% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $14 | $551-97.4% | $9,312-99.8% | $513-97.2% |