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 | $126,950 | $93,010+36.5% | $96,538+31.5% | $74,473+70.5% |
| Participation rate | 99.5% | 71.6%+27.9pp | 74.3%+25.2pp | 70.7%+28.8pp |
| Annual return | 10.91% | 37.50%-26.6pp | 35.74%-24.8pp | 34.36%-23.4pp |
| Employer contribution / active EE | $9,777 | $3,427+185.3% | $3,740+161.4% | $2,638+270.6% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $6 | $633-99.1% | $6,737-99.9% | $347-98.4% |