Filed April 23, 2020 (most recent of 3 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,688 | $138,393-15.0% | $184,256-36.1% | $80,959+45.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.07% | 20.01%-8.9pp | 28.85%-17.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $5,910 | $4,847+21.9% | $6,427-8.1% | $2,757+114.3% |
| Participant deferral / active EE | $4,999 | $7,076-29.4% | $9,133-45.3% | $4,300+16.2% |
| Admin fee / account holder | $0 | $10,489-100.0% | $13,899-100.0% | $6,925-100.0% |