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 | $48,288 | $96,261-49.8% | $76,768-37.1% | $68,904-29.9% |
| Participation rate | 98.8% | 87.0%+11.8pp | 77.0%+21.8pp | 74.1%+24.7pp |
| Annual return | -6.96% | -0.85%-6.1pp | 2.43%-9.4pp | 1.07%-8.0pp |
| Employer contribution / active EE | $4,058 | $3,303+22.8% | $2,485+63.3% | $2,540+59.7% |
| Participant deferral / active EE | $3,342 | $5,537-39.6% | $3,852-13.2% | $4,015-16.8% |
| Admin fee / account holder | $0 | $73-100.0% | $6,676-100.0% | $71-100.0% |