Filed December 4, 2019
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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 | $55,892 | $49,138+13.7% | $84,023-33.5% | $65,186-14.3% |
| Participation rate | 99.1% | 60.7%+38.3pp | 69.0%+30.1pp | 70.2%+28.9pp |
| Annual return | 0.21% | 23.00%-22.8pp | 71.32%-71.1pp | 29.39%-29.2pp |
| Employer contribution / active EE | $18,987 | $914+1978.0% | $1,984+857.0% | $2,177+772.2% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,102-100.0% | $847-100.0% |