Filed July 2, 2020 (most recent of 2 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 | $233,854 | $91,695+155.0% | $67,575+246.1% | $77,736+200.8% |
| Participation rate | 99.6% | 76.0%+23.6pp | 72.9%+26.7pp | 70.6%+29.1pp |
| Annual return | 12.26% | 14.88%-2.6pp | 3528.98%-3516.7pp | 31.26%-19.0pp |
| Employer contribution / active EE | $9,620 | $3,189+201.7% | $2,736+251.7% | $2,728+252.7% |
| Participant deferral / active EE | $4,644 | $3,912+18.7% | $4,003+16.0% | $4,651-0.2% |
| Admin fee / account holder | $0 | $245-100.0% | $3,993-100.0% | $433-100.0% |