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 | $80,731+24.3% | $103,374-2.9% | $74,546+34.6% |
| Participation rate | 95.3% | 65.7%+29.6pp | 74.5%+20.8pp | 67.2%+28.1pp |
| Annual return | -1.40% | 27.56%-29.0pp | 24.89%-26.3pp | 1366.03%-1367.4pp |
| Employer contribution / active EE | $13,887 | $3,158+339.8% | $3,869+258.9% | $2,624+429.1% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |