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 | $49,075 | $82,422-40.5% | $67,652-27.5% | $67,505-27.3% |
| Participation rate | 94.8% | 84.2%+10.6pp | 75.7%+19.1pp | 71.2%+23.5pp |
| Annual return | -4.41% | 12.72%-17.1pp | 6625.40%-6629.8pp | 6.52%-10.9pp |
| Employer contribution / active EE | $2,182 | $2,879-24.2% | $2,266-3.7% | $2,173+0.4% |
| Participant deferral / active EE | $2,977 | $5,020-40.7% | $3,560-16.4% | $3,597-17.2% |
| Admin fee / account holder | $0 | $53-100.0% | $4,821-100.0% | $56-100.0% |