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 | $201,852 | $59,191+241.0% | $76,767+162.9% | $56,289+258.6% |
| Participation rate | 96.5% | 75.2%+21.2pp | 77.0%+19.5pp | 69.9%+26.6pp |
| Annual return | 9.81% | 6.62%+3.2pp | 2.43%+7.4pp | -9.96%+19.8pp |
| Employer contribution / active EE | $2,920 | $1,759+66.0% | $2,485+17.5% | $2,111+38.3% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |