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 | $20,377 | $71,802-71.6% | $133,975-84.8% | $57,658-64.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 8.93% | 13.51%-4.6pp | 29.29%-20.4pp | 5.13%+3.8pp |
| Employer contribution / active EE | $3,376 | $3,161+6.8% | $5,211-35.2% | $1,974+71.1% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |