Filed July 31, 2020
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,720 | $89,904-94.7% | $453,569-99.0% | $86,821-94.6% |
| Participation rate | 81.6% | 75.7%+5.9pp | 78.0%+3.6pp | 72.3%+9.3pp |
| Annual return | -46.62% | 19.72%-66.3pp | 64.43%-111.0pp | 97.94%-144.6pp |
| Employer contribution / active EE | $2,655 | $3,279-19.0% | $4,072-34.8% | $2,406+10.4% |
| Participant deferral / active EE | $0 | $5,114-100.0% | $6,211-100.0% | $4,132-100.0% |
| Admin fee / account holder | $30 | $156-80.9% | $11,214-99.7% | $170-82.4% |