Filed December 22, 2020 (most recent of 6 filings on file)
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Participant contribution per participant 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 | $69,384 | $35,485+95.5% | $74,551-6.9% | $55,725+24.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | 10.58% | 0.72%+9.9pp | 32.53%-22.0pp | 244.93%-234.3pp |
| Employer contribution / active EE | $6,953 | $777+794.4% | $1,961+254.5% | $2,078+234.6% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $5,059-100.0% | $115-100.0% |