Filed November 17, 2020
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,156 | $89,652+77.5% | $141,197+12.7% | $65,186+144.2% |
| Participation rate | 81.7% | 74.7%+6.9pp | 82.5%-0.8pp | 70.2%+11.5pp |
| Annual return | 25.72% | 32.79%-7.1pp | 71.41%-45.7pp | 29.39%-3.7pp |
| Employer contribution / active EE | $1,508 | $3,065-50.8% | $4,736-68.2% | $2,177-30.7% |
| Participant deferral / active EE | $8,033 | $5,691+41.2% | $6,710+19.7% | $3,514+128.6% |
| Admin fee / account holder | $224 | $569-60.6% | $10,265-97.8% | $847-73.6% |