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 | $115,674 | $127,796-9.5% | $76,768+50.7% | $73,367+57.7% |
| Participation rate | 96.0% | 88.2%+7.8pp | 77.0%+19.1pp | 69.5%+26.5pp |
| Annual return | -9.71% | -2.31%-7.4pp | 2.43%-12.1pp | 173.45%-183.2pp |
| Employer contribution / active EE | $4,287 | $3,931+9.1% | $2,485+72.5% | $2,499+71.5% |
| Participant deferral / active EE | $8,438 | $6,924+21.9% | $3,852+119.1% | $4,033+109.2% |
| Admin fee / account holder | $0 | $66-100.0% | $6,676-100.0% | $68-100.0% |