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 | $84,441 | $65,376+29.2% | $87,104-3.1% | $65,185+29.5% |
| Participation rate | 99.3% | 75.3%+23.9pp | 76.9%+22.4pp | 70.2%+29.1pp |
| Annual return | 0.78% | 31.27%-30.5pp | 28.19%-27.4pp | 29.38%-28.6pp |
| Employer contribution / active EE | $4,539 | $1,822+149.0% | $2,521+80.0% | $2,177+108.5% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $6 | $520-98.9% | $7,490-99.9% | $847-99.3% |