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 | $72,994 | $118,464-38.4% | $96,564-24.4% | $103,657-29.6% |
| Participation rate | 99.2% | 89.0%+10.2pp | 76.0%+23.2pp | 73.4%+25.8pp |
| Annual return | 15.07% | 18.79%-3.7pp | 25.89%-10.8pp | 33.13%-18.1pp |
| Employer contribution / active EE | $4,558 | $4,210+8.3% | $2,967+53.6% | $3,216+41.7% |
| Participant deferral / active EE | $4,650 | $7,277-36.1% | $4,852-4.2% | $5,218-10.9% |
| Admin fee / account holder | $0 | $81-100.0% | $8,256-100.0% | $114-100.0% |