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 | $86,919+15.0% | $102,457-2.5% | $80,911+23.5% |
| Participation rate | 98.4% | 72.4%+26.0pp | 76.5%+21.9pp | 67.6%+30.7pp |
| Annual return | -4.81% | 18.90%-23.7pp | 29.41%-34.2pp | 35.63%-40.4pp |
| Employer contribution / active EE | $4,478 | $2,368+89.1% | $3,022+48.2% | $2,756+62.5% |
| Participant deferral / active EE | $9,502 | $4,119+130.7% | $5,054+88.0% | $4,297+121.1% |
| Admin fee / account holder | $77 | $8,049-99.0% | $9,451-99.2% | $6,935-98.9% |