Filed June 4, 2020 (most recent of 2 filings on file)
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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 | $69,277 | $80,763-14.2% | $102,412-32.4% | $74,459-7.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 10.61% | 27.57%-17.0pp | 24.94%-14.3pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $1,570 | $3,160-50.3% | $3,870-59.4% | $2,626-40.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |