Filed June 4, 2020 (most recent of 2 filings on file)
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Employer contribution per participant 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 | $16,043 | $58,726-72.7% | $92,240-82.6% | $62,293-74.2% |
| Participation rate | 99.1% | 68.3%+30.7pp | 76.5%+22.6pp | 69.5%+29.5pp |
| Annual return | 56.98% | 43.62%+13.4pp | 176.29%-119.3pp | 28.90%+28.1pp |
| Employer contribution / active EE | $467 | $2,392-80.5% | $3,680-87.3% | $2,042-77.1% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |