Filed June 9, 2021
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Participant contribution per participant 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 | $54,741 | $50,464+8.5% | $75,784-27.8% | $52,331+4.6% |
| Participation rate | 98.8% | 66.8%+32.0pp | 75.8%+22.9pp | 68.1%+30.7pp |
| Annual return | 11.40% | 1.03%+10.4pp | 9.68%+1.7pp | 4.54%+6.9pp |
| Employer contribution / active EE | $3,926 | $1,988+97.4% | $3,323+18.1% | $1,882+108.6% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |