Filed May 25, 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 | $95,047 | $49,138+93.4% | $84,023+13.1% | $65,186+45.8% |
| Participation rate | 84.5% | 60.7%+23.7pp | 69.0%+15.4pp | 70.2%+14.3pp |
| Annual return | -14.63% | 23.00%-37.6pp | 71.32%-86.0pp | 29.39%-44.0pp |
| Employer contribution / active EE | $9,393 | $914+928.0% | $1,984+373.5% | $2,177+331.5% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,102-100.0% | $847-100.0% |