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 | $93,896 | $54,729+71.6% | $86,235+8.9% | $71,529+31.3% |
| Participation rate | 78.2% | 60.1%+18.0pp | 69.0%+9.2pp | 67.9%+10.2pp |
| Annual return | -49.19% | 20.07%-69.3pp | 1170.03%-1219.2pp | 28.97%-78.2pp |
| Employer contribution / active EE | $6,518 | $1,267+414.4% | $2,381+173.7% | $2,590+151.7% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,987-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,921-100.0% | $6,856-100.0% | $1,588-100.0% |