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 | $109,646 | $76,112+44.1% | $96,544+13.6% | $71,529+53.3% |
| Participation rate | 96.4% | 74.4%+22.0pp | 76.0%+20.4pp | 67.9%+28.5pp |
| Annual return | 8.25% | 22.80%-14.6pp | 25.88%-17.6pp | 28.97%-20.7pp |
| Employer contribution / active EE | $8,943 | $2,248+297.8% | $2,966+201.5% | $2,590+245.3% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |