Filed January 27, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,517 | $148,970-24.5% | $133,698-15.8% | $200,096-43.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.4%+23.6pp | 72.0%+28.0pp |
| Annual return | 8.53% | 27.07%-18.5pp | 580.90%-572.4pp | 34.26%-25.7pp |
| Employer contribution / active EE | $1,375 | $3,561-61.4% | $4,218-67.4% | $3,038-54.7% |
| Participant deferral / active EE | $0 | $6,140-100.0% | $7,016-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $144-100.0% | $6,703-100.0% | $269-100.0% |