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 | $73,665 | $59,448+23.9% | $93,696-21.4% | $74,459-1.1% |
| Participation rate | 90.7% | 59.6%+31.0pp | 68.7%+21.9pp | 67.2%+23.4pp |
| Annual return | -31.12% | 82.11%-113.2pp | 133.74%-164.9pp | 1369.70%-1400.8pp |
| Employer contribution / active EE | $12,782 | $1,266+909.4% | $2,422+427.8% | $2,626+386.8% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,027-100.0% | $8,287-100.0% | $1,945-100.0% |