Filed September 14, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $120,154 | $79,181+51.7% | $102,423+17.3% | $74,429+61.4% |
| Participation rate | 97.7% | 74.8%+23.0pp | 76.5%+21.2pp | 67.2%+30.5pp |
| Annual return | 1.92% | 54.97%-53.0pp | 29.42%-27.5pp | 1368.38%-1366.5pp |
| Employer contribution / active EE | $9,554 | $2,362+304.5% | $3,023+216.0% | $2,625+264.0% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |