Filed January 16, 2020
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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 | $71,531 | $74,552-4.1% | $63,018+13.5% | $69,634+2.7% |
| Participation rate | 97.8% | 78.3%+19.5pp | 74.8%+23.0pp | 70.7%+27.1pp |
| Annual return | 10.99% | 15.77%-4.8pp | 87.63%-76.6pp | 27572.26%-27561.3pp |
| Employer contribution / active EE | $4,653 | $2,929+58.8% | $2,761+68.5% | $2,032+128.9% |
| Participant deferral / active EE | $2,077 | $2,974-30.2% | $3,330-37.6% | $3,224-35.6% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |