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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 2.93% | 18.61%-15.7pp | 4.95%-2.0pp | 9.30%-6.4pp |
| Employer contribution / active EE | $3,704 | $11,871-68.8% | $20,917-82.3% | $12,551-70.5% |
| Participant deferral / active EE | $0 | $119-100.0% | $188-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |