Filed March 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 | $100,340 | $80,781+24.2% | $102,437-2.0% | $74,478+34.7% |
| Participation rate | 95.3% | 65.7%+29.6pp | 74.5%+20.8pp | 67.2%+28.1pp |
| Annual return | -1.40% | 27.58%-29.0pp | 24.95%-26.3pp | 1370.56%-1372.0pp |
| Employer contribution / active EE | $13,887 | $3,160+339.5% | $3,871+258.8% | $2,626+428.8% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |