Filed July 31, 2020
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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 | $34,877 | $73,823-52.8% | $379,746-90.8% | $73,497-52.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.4%+21.6pp | 70.7%+29.3pp |
| Annual return | -6.35% | 29.06%-35.4pp | 34.90%-41.3pp | 28.51%-34.9pp |
| Employer contribution / active EE | $7,938 | $2,472+221.1% | $3,540+124.3% | $2,270+249.7% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $607-100.0% | $7,927-100.0% | $513-100.0% |