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 | $81,587 | $76,112+7.2% | $96,534-15.5% | $71,511+14.1% |
| Participation rate | 99.0% | 74.4%+24.6pp | 76.0%+23.1pp | 67.9%+31.1pp |
| Annual return | -22.07% | 22.81%-44.9pp | 25.88%-48.0pp | 28.86%-50.9pp |
| Employer contribution / active EE | $10,306 | $2,248+358.5% | $2,965+247.5% | $2,589+298.0% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,253-100.0% | $1,588-100.0% |