Filed March 11, 2020
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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 | $1,118,672 | $54,729+1944.0% | $86,251+1197.0% | $71,535+1463.8% |
| Participation rate | 99.6% | 60.1%+39.5pp | 69.0%+30.6pp | 67.9%+31.7pp |
| Annual return | 5.36% | 20.07%-14.7pp | 1170.54%-1165.2pp | 28.97%-23.6pp |
| Employer contribution / active EE | $11,446 | $1,267+803.3% | $2,381+380.7% | $2,590+341.9% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,987-100.0% | $4,292-100.0% |
| Admin fee / account holder | $1 | $1,921-100.0% | $6,857-100.0% | $1,589-99.9% |