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 | $120,154 | $79,223+51.7% | $102,460+17.3% | $74,478+61.3% |
| Participation rate | 97.7% | 74.8%+23.0pp | 76.5%+21.2pp | 67.2%+30.5pp |
| Annual return | 1.92% | 54.98%-53.1pp | 29.47%-27.5pp | 1370.56%-1368.6pp |
| Employer contribution / active EE | $9,554 | $2,363+304.3% | $3,025+215.8% | $2,626+263.8% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |