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 | $100,492 | $101,555-1.0% | $152,473-34.1% | $101,555-1.0% |
| Participation rate | 99.0% | 74.5%+24.5pp | 78.2%+20.8pp | 74.5%+24.5pp |
| Annual return | 11.87% | 21.00%-9.1pp | 757.59%-745.7pp | 21.00%-9.1pp |
| Employer contribution / active EE | $7,926 | $2,972+166.7% | $4,326+83.2% | $2,972+166.7% |
| Participant deferral / active EE | $0 | $4,874-100.0% | $5,817-100.0% | $4,874-100.0% |
| Admin fee / account holder | $86 | $139-38.3% | $15,811-99.5% | $139-38.3% |