Filed May 2, 2021 (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 | $81,238 | $91,517-11.2% | $101,271-19.8% | $73,412+10.7% |
| Participation rate | 96.4% | 73.8%+22.6pp | 75.8%+20.6pp | 72.2%+24.2pp |
| Annual return | 3.44% | 17.17%-13.7pp | 46.48%-43.0pp | 59.30%-55.9pp |
| Employer contribution / active EE | $2,920 | $2,877+1.5% | $3,660-20.2% | $2,234+30.7% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |