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 | $126,770 | $76,090+66.6% | $96,569+31.3% | $71,476+77.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 5.75% | 22.80%-17.1pp | 25.87%-20.1pp | 28.85%-23.1pp |
| Employer contribution / active EE | $7,647 | $2,247+240.3% | $2,965+157.9% | $2,589+195.4% |
| Participant deferral / active EE | $0 | $4,218-100.0% | $4,851-100.0% | $4,290-100.0% |
| Admin fee / account holder | $1 | $2,707-100.0% | $8,251-100.0% | $1,587-99.9% |