Filed June 19, 2020 (most recent of 8 filings on file)
Total covered: 1,371 employees
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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 | $72,313 | $124,049-41.7% | $95,968-24.6% | $93,223-22.4% |
| Participation rate | 97.9% | 88.4%+9.5pp | 77.1%+20.8pp | 74.9%+23.0pp |
| Annual return | -37.57% | 22.17%-59.7pp | 91.65%-129.2pp | 19.29%-56.9pp |
| Employer contribution / active EE | $4,739 | $3,478+36.3% | $2,542+86.5% | $2,680+76.8% |
| Participant deferral / active EE | $5,074 | $6,147-17.4% | $4,167+21.8% | $4,563+11.2% |
| Admin fee / account holder | $0 | $73-100.0% | $6,798-100.0% | $79-100.0% |