Filed December 1, 2019 (most recent of 3 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 | $99,946 | $86,949+14.9% | $102,460-2.5% | $80,959+23.5% |
| Participation rate | 98.4% | 72.4%+26.0pp | 76.5%+21.9pp | 67.7%+30.7pp |
| Annual return | -4.81% | 18.89%-23.7pp | 29.47%-34.3pp | 35.67%-40.5pp |
| Employer contribution / active EE | $4,478 | $2,370+89.0% | $3,025+48.0% | $2,757+62.4% |
| Participant deferral / active EE | $9,502 | $4,121+130.6% | $5,056+87.9% | $4,300+121.0% |
| Admin fee / account holder | $77 | $8,048-99.0% | $9,460-99.2% | $6,925-98.9% |