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 | $155,625 | $37,463+315.4% | $77,100+101.8% | $66,949+132.5% |
| Participation rate | 93.9% | 52.9%+41.0pp | 67.9%+26.0pp | 69.8%+24.1pp |
| Annual return | -41.28% | -3.25%-38.0pp | 42.35%-83.6pp | 1.57%-42.9pp |
| Employer contribution / active EE | $18,631 | $1,535+1113.8% | $2,815+561.9% | $2,545+631.9% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,430-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $5,443-100.0% | $594-100.0% |