Filed December 7, 2020 (most recent of 2 filings on file)
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,602 | $45,602+61.4% | $117,498-37.4% | $66,930+10.0% |
| Participation rate | 73.7% | 57.6%+16.1pp | 70.6%+3.1pp | 69.8%+3.9pp |
| Annual return | -14.28% | -16.74%+2.5pp | 29.75%-44.0pp | 1.57%-15.9pp |
| Employer contribution / active EE | $2,104 | $1,579+33.3% | $4,178-49.6% | $2,545-17.3% |
| Participant deferral / active EE | $4,338 | $2,845+52.5% | $4,071+6.5% | $4,238+2.4% |
| Admin fee / account holder | $18 | $661-97.2% | $5,646-99.7% | $593-96.9% |