Filed June 4, 2020 (most recent of 6 filings on file)
Total covered: 47 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 | $106,868 | $99,313+7.6% | $153,741-30.5% | $99,313+7.6% |
| Participation rate | 99.2% | 71.7%+27.5pp | 77.1%+22.1pp | 71.7%+27.5pp |
| Annual return | 12.22% | 17.67%-5.5pp | 15.71%-3.5pp | 17.67%-5.5pp |
| Employer contribution / active EE | $9,679 | $3,264+196.5% | $5,042+92.0% | $3,264+196.5% |
| Participant deferral / active EE | $0 | $5,346-100.0% | $6,757-100.0% | $5,346-100.0% |
| Admin fee / account holder | $84 | $109-23.1% | $12,749-99.3% | $109-23.1% |