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 | $98,644 | $103,514-4.7% | $142,460-30.8% | $103,514-4.7% |
| Participation rate | 98.9% | 73.3%+25.6pp | 76.8%+22.1pp | 73.3%+25.6pp |
| Annual return | 15.64% | 33.12%-17.5pp | 19.99%-4.4pp | 33.12%-17.5pp |
| Employer contribution / active EE | $9,297 | $3,210+189.6% | $4,847+91.8% | $3,210+189.6% |
| Participant deferral / active EE | $0 | $5,209-100.0% | $6,283-100.0% | $5,209-100.0% |
| Admin fee / account holder | $69 | $114-39.8% | $10,011-99.3% | $114-39.8% |