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 | $177,363 | $41,151+331.0% | $80,648+119.9% | $71,529+148.0% |
| Participation rate | 94.1% | 50.2%+43.8pp | 67.0%+27.1pp | 67.9%+26.1pp |
| Annual return | -3.25% | 38.49%-41.7pp | 937.21%-940.5pp | 28.97%-32.2pp |
| Employer contribution / active EE | $18,506 | $1,513+1123.0% | $2,724+579.5% | $2,590+614.6% |
| Participant deferral / active EE | $0 | $2,700-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,842-100.0% | $5,382-100.0% | $1,588-100.0% |