Filed August 31, 2020 (most recent of 5 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,221 | $111,491+22.2% | $189,545-28.1% | $86,821+56.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 31.81% | 83.50%-51.7pp | 555.36%-523.5pp | 97.94%-66.1pp |
| Employer contribution / active EE | $7,519 | $3,951+90.3% | $6,162+22.0% | $2,406+212.5% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $6 | $189-97.0% | $12,049-100.0% | $170-96.7% |