Filed February 12, 2021
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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 | $96,625 | $84,784+14.0% | $98,462-1.9% | $74,473+29.7% |
| Participation rate | 99.8% | 81.5%+18.2pp | 75.2%+24.6pp | 70.7%+29.0pp |
| Annual return | -40.95% | 20.59%-61.5pp | 21.17%-62.1pp | 34.36%-75.3pp |
| Employer contribution / active EE | $5,330 | $3,364+58.4% | $3,049+74.8% | $2,638+102.0% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,875-100.0% | $347-100.0% |