Filed January 8, 2021
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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 | $93,436 | $66,650+40.2% | $92,915+0.6% | $67,582+38.3% |
| Participation rate | 99.4% | 72.5%+26.9pp | 76.0%+23.4pp | 71.3%+28.1pp |
| Annual return | 15.61% | 92.64%-77.0pp | 109.45%-93.8pp | 378.57%-363.0pp |
| Employer contribution / active EE | $3,561 | $2,777+28.2% | $3,653-2.5% | $2,148+65.8% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-99.9% | $5,796-100.0% | $142-99.9% |