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 | $101,662 | $65,453+55.3% | $86,698+17.3% | $66,938+51.9% |
| Participation rate | 99.0% | 75.5%+23.6pp | 76.6%+22.4pp | 69.8%+29.2pp |
| Annual return | -29.83% | -10.89%-18.9pp | 35.95%-65.8pp | 1.58%-31.4pp |
| Employer contribution / active EE | $10,406 | $2,154+383.1% | $2,837+266.8% | $2,545+308.8% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $594-100.0% |