Filed April 7, 2021
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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 | $100,985 | $112,582-10.3% | $105,607-4.4% | $199,960-49.5% |
| Participation rate | 99.9% | 86.3%+13.7pp | 75.3%+24.7pp | 72.0%+27.9pp |
| Annual return | -1.51% | 15.58%-17.1pp | 116.11%-117.6pp | 34.28%-35.8pp |
| Employer contribution / active EE | $7,614 | $4,580+66.2% | $3,167+140.4% | $3,036+150.8% |
| Participant deferral / active EE | $0 | $6,655-100.0% | $5,011-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $10,958-100.0% | $269-100.0% |