Filed March 16, 2020
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Participant contribution per participant 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 | $213,685 | $56,197+280.2% | $67,652+215.9% | $59,633+258.3% |
| Participation rate | 99.0% | 71.5%+27.5pp | 75.7%+23.3pp | 68.7%+30.3pp |
| Annual return | 15.25% | 18508.10%-18492.9pp | 6625.40%-6610.1pp | 2041.45%-2026.2pp |
| Employer contribution / active EE | $2,952 | $1,615+82.8% | $2,266+30.3% | $2,203+34.0% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |