Filed February 13, 2021 (most recent of 14 filings on file)
Total covered: 4,407 employees
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,104 | $136,209-7.4% | $82,312+53.2% | $80,976+55.7% |
| Participation rate | 96.9% | 88.0%+8.9pp | 76.9%+20.0pp | 68.3%+28.7pp |
| Annual return | 2.24% | 21.54%-19.3pp | 25.88%-23.6pp | 22.91%-20.7pp |
| Employer contribution / active EE | $4,070 | $3,633+12.0% | $2,428+67.6% | $2,402+69.4% |
| Participant deferral / active EE | $7,781 | $6,693+16.3% | $3,706+110.0% | $3,848+102.2% |
| Admin fee / account holder | $0 | $62-100.0% | $5,608-100.0% | $67-100.0% |