Filed May 25, 2021
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Participant contribution per participant 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 | $108,079 | $42,546+154.0% | $71,796+50.5% | $55,167+95.9% |
| Participation rate | 99.1% | 59.1%+39.9pp | 69.1%+30.0pp | 69.0%+30.1pp |
| Annual return | 9.88% | 12.36%-2.5pp | 78.04%-68.2pp | 169.23%-159.4pp |
| Employer contribution / active EE | $4,893 | $803+509.1% | $1,924+154.3% | $1,963+149.3% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |