Filed April 22, 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 | $100,641 | $79,184+27.1% | $102,438-1.8% | $74,546+35.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | -14.96% | 54.95%-69.9pp | 29.37%-44.3pp | 1366.03%-1381.0pp |
| Employer contribution / active EE | $6,977 | $2,362+195.4% | $3,024+130.7% | $2,624+165.8% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $5 | $2,001-99.7% | $9,448-99.9% | $1,944-99.7% |