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 | $93,992 | $60,545+55.2% | $92,240+1.9% | $69,631+35.0% |
| Participation rate | 99.6% | 72.2%+27.5pp | 76.5%+23.1pp | 70.7%+28.9pp |
| Annual return | 58.93% | 19.71%+39.2pp | 176.29%-117.4pp | 27571.02%-27512.1pp |
| Employer contribution / active EE | $6,930 | $2,633+163.2% | $3,680+88.3% | $2,032+241.0% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |