Filed October 23, 2020 (most recent of 2 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 | $82,071 | $86,922-5.6% | $102,438-19.9% | $80,874+1.5% |
| Participation rate | 98.8% | 72.4%+26.5pp | 76.5%+22.3pp | 67.6%+31.2pp |
| Annual return | -6.72% | 18.90%-25.6pp | 29.37%-36.1pp | 35.62%-42.3pp |
| Employer contribution / active EE | $12,463 | $2,369+426.0% | $3,024+312.2% | $2,756+352.3% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,050-100.0% | $9,448-100.0% | $6,935-100.0% |