Filed February 16, 2021 (most recent of 5 filings on file)
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 | $0 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | -2.15% | 7.65%-9.8pp | 4.95%-7.1pp | 7.65%-9.8pp |
| Employer contribution / active EE | $21,269 | $20,582+3.3% | $20,917+1.7% | $20,582+3.3% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $188-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |