Filed January 2, 2020 (most recent of 2 filings on file)
Total covered: 2 employees
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,407 | $168,636-41.6% | $147,617-33.3% | $125,393-21.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.81% | 77.65%-81.5pp | 61.98%-65.8pp | 282.23%-286.0pp |
| Employer contribution / active EE | $2,939 | $6,252-53.0% | $5,565-47.2% | $4,866-39.6% |
| Participant deferral / active EE | $12,920 | $5,507+134.6% | $4,895+163.9% | $5,351+141.4% |
| Admin fee / account holder | $25 | $13,580-99.8% | $11,611-99.8% | $9,541-99.7% |