Filed December 7, 2020 (most recent of 3 filings on file)
Total covered: 2 employees
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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 | $166,089 | $2,703,213-93.9% | $165,100+0.6% | $200,096-17.0% |
| Participation rate | 99.8% | 78.4%+21.3pp | 78.6%+21.1pp | 72.0%+27.7pp |
| Annual return | 5.86% | 17.97%-12.1pp | 70.21%-64.4pp | 34.26%-28.4pp |
| Employer contribution / active EE | $14,109 | $2,973+374.6% | $4,348+224.5% | $3,038+364.5% |
| Participant deferral / active EE | $0 | $5,021-100.0% | $6,035-100.0% | $5,090-100.0% |
| Admin fee / account holder | $7 | $1,999-99.6% | $12,696-99.9% | $269-97.4% |