Filed June 4, 2020 (most recent of 2 filings on file)
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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 | $22,494 | $77,677-71.0% | $109,173-79.4% | $79,391-71.7% |
| Participation rate | 98.0% | 67.8%+30.2pp | 75.9%+22.1pp | 70.7%+27.3pp |
| Annual return | 15.79% | 23.44%-7.7pp | 25.75%-10.0pp | 116.88%-101.1pp |
| Employer contribution / active EE | $1,316 | $2,798-53.0% | $3,723-64.6% | $2,428-45.8% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $627-100.0% |