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 | $102,685 | $82,028+25.2% | $123,105-16.6% | $59,633+72.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -2.38% | 5.12%-7.5pp | 13.22%-15.6pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $4,731 | $3,297+43.5% | $5,151-8.2% | $2,203+114.8% |
| Participant deferral / active EE | $5,014 | $4,667+7.4% | $6,229-19.5% | $3,192+57.1% |
| Admin fee / account holder | $117 | $5,879-98.0% | $9,014-98.7% | $4,297-97.3% |