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 | $151,558 | $49,471+206.4% | $79,583+90.4% | $66,949+126.4% |
| Participation rate | 99.2% | 61.4%+37.8pp | 69.5%+29.7pp | 69.8%+29.3pp |
| Annual return | -29.63% | 84.30%-113.9pp | 0.16%-29.8pp | 1.57%-31.2pp |
| Employer contribution / active EE | $6,214 | $1,266+390.8% | $2,414+157.4% | $2,545+144.1% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $3,986-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,835-100.0% | $594-100.0% |