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 | $77,570 | $107,378-27.8% | $108,582-28.6% | $57,661+34.5% |
| Participation rate | 99.2% | 77.1%+22.1pp | 79.6%+19.6pp | 70.2%+29.0pp |
| Annual return | 2.30% | 12.80%-10.5pp | -51.70%+54.0pp | 5.13%-2.8pp |
| Employer contribution / active EE | $4,539 | $1,782+154.8% | $3,758+20.8% | $1,974+130.0% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $43 | $108-60.3% | $7,645-99.4% | $95-54.5% |