Filed December 7, 2020 (most recent of 2 filings on file)
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Participant contribution per participant 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 | $83,041 | $57,352+44.8% | $83,830-0.9% | $64,173+29.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.98% | 11.38%-15.4pp | 850.97%-855.0pp | 7.63%-11.6pp |
| Employer contribution / active EE | $8,748 | $2,546+243.7% | $3,631+140.9% | $2,381+267.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5 | $4,046-99.9% | $5,479-99.9% | $4,887-99.9% |