Filed March 14, 2020
Total covered: 11 employees
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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 | $67,834 | $81,476-16.7% | $102,383-33.7% | $80,925-16.2% |
| Participation rate | 93.0% | 66.8%+26.1pp | 74.5%+18.4pp | 67.7%+25.3pp |
| Annual return | 4.81% | 25.59%-20.8pp | 24.94%-20.1pp | 35.65%-30.8pp |
| Employer contribution / active EE | $12,565 | $3,105+304.7% | $3,870+224.7% | $2,756+355.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |