Filed November 17, 2020 (most recent of 5 filings on file)
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,484 | $68,413-74.4% | $123,105-85.8% | $55,191-68.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | -0.08% | 6.30%-6.4pp | 13.22%-13.3pp | 10.78%-10.9pp |
| Employer contribution / active EE | $3,354 | $3,050+10.0% | $5,151-34.9% | $1,899+76.7% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,014-100.0% | $91-100.0% |