Filed February 16, 2021 (most recent of 5 filings on file)
Employer contribution per participant 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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 17.31% | 17.95%-0.6pp | 13.45%+3.9pp | 21.83%-4.5pp |
| Employer contribution / active EE | $2,317 | $16,835-86.2% | $26,057-91.1% | $12,237-81.1% |
| Participant deferral / active EE | $0 | $317-100.0% | $181-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |