Filed January 27, 2020 (most recent of 2 filings on file)
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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% | $135,987-17.3% | $199,921-43.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.4%+23.6pp | 72.0%+28.0pp |
| Annual return | 8.53% | 27.07%-18.5pp | 580.01%-571.5pp | 34.28%-25.8pp |
| Employer contribution / active EE | $1,375 | $3,561-61.4% | $4,214-67.4% | $3,035-54.7% |
| Participant deferral / active EE | $0 | $6,140-100.0% | $7,027-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $144-100.0% | $6,716-100.0% | $269-100.0% |