Filed September 1, 2020
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,986 | $109,872-35.4% | $98,483-27.9% | $167,536-57.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.81% | 1959.31%-1951.5pp | 1494.38%-1486.6pp | 478.82%-471.0pp |
| Employer contribution / active EE | $15,920 | $3,225+393.6% | $2,961+437.7% | $4,839+229.0% |
| Participant deferral / active EE | $15,156 | $4,673+224.3% | $4,276+254.4% | $6,342+139.0% |
| Admin fee / account holder | $229 | $6,757-96.6% | $5,953-96.2% | $12,315-98.1% |