Filed August 31, 2020
Total covered: 6 employees
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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 | $181,038 | $45,123+301.2% | $85,240+112.4% | $74,478+143.1% |
| Participation rate | 93.3% | 49.4%+43.9pp | 67.5%+25.7pp | 67.2%+26.0pp |
| Annual return | 1.93% | 26.32%-24.4pp | 66.75%-64.8pp | 1370.56%-1368.6pp |
| Employer contribution / active EE | $17,035 | $1,459+1067.8% | $2,735+522.8% | $2,626+548.6% |
| Participant deferral / active EE | $0 | $2,736-100.0% | $4,527-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,215-100.0% | $6,165-100.0% | $1,946-100.0% |