Filed September 14, 2020 (most recent of 2 filings on file)
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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 | $125,630 | $85,515+46.9% | $112,040+12.1% | $67,986+84.8% |
| Participation rate | 97.7% | 68.2%+29.5pp | 76.5%+21.3pp | 57.2%+40.5pp |
| Annual return | -4.75% | 29.68%-34.4pp | 24.52%-29.3pp | 31.67%-36.4pp |
| Employer contribution / active EE | $10,234 | $2,191+367.1% | $2,954+246.5% | $2,019+407.0% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,774-100.0% | $12,098-100.0% | $3,203-100.0% |