Filed April 29, 2021
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,035 | $105,173-16.3% | $87,104+1.1% | $77,775+13.2% |
| Participation rate | 100.0% | 85.8%+14.2pp | 76.9%+23.1pp | 73.2%+26.8pp |
| Annual return | 1.63% | 24.52%-22.9pp | 28.19%-26.6pp | 32.58%-31.0pp |
| Employer contribution / active EE | $3,167 | $2,890+9.6% | $2,521+25.6% | $2,504+26.5% |
| Participant deferral / active EE | $0 | $5,048-100.0% | $4,048-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $7,491-100.0% | $100-100.0% |