Filed August 31, 2020
Total covered: 6 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,950 | $79,694+240.0% | $96,192+181.7% | $79,389+241.3% |
| Participation rate | 94.8% | 54.0%+40.8pp | 68.4%+26.4pp | 70.7%+24.1pp |
| Annual return | -6.74% | 40.84%-47.6pp | 192.09%-198.8pp | 116.89%-123.6pp |
| Employer contribution / active EE | $20,422 | $1,443+1315.0% | $2,799+629.5% | $2,428+741.2% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,351-100.0% | $4,046-100.0% |
| Admin fee / account holder | $4 | $630-99.3% | $5,539-99.9% | $626-99.3% |