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 | $149,680 | $73,638+103.3% | $95,964+56.0% | $73,497+103.7% |
| Participation rate | 96.8% | 76.2%+20.6pp | 77.1%+19.7pp | 70.7%+26.1pp |
| Annual return | 11.54% | 16.78%-5.2pp | 91.64%-80.1pp | 28.51%-17.0pp |
| Employer contribution / active EE | $2,448 | $1,863+31.4% | $2,541-3.7% | $2,270+7.8% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $123 | $482-74.5% | $6,797-98.2% | $513-76.1% |