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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,070 | $88,581-46.9% | $74,184-36.5% | $65,292-27.9% |
| Participation rate | 94.3% | 86.2%+8.1pp | 76.6%+17.7pp | 72.4%+21.8pp |
| Annual return | -2.98% | 11.72%-14.7pp | 17.74%-20.7pp | 11.84%-14.8pp |
| Employer contribution / active EE | $2,286 | $3,021-24.3% | $2,370-3.6% | $2,302-0.7% |
| Participant deferral / active EE | $3,068 | $4,898-37.4% | $3,550-13.6% | $3,579-14.3% |
| Admin fee / account holder | $0 | $60-100.0% | $5,586-100.0% | $57-100.0% |