Filed July 2, 2020 (most recent of 2 filings on file)
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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 | $135,447 | $51,769+161.6% | $57,349+136.2% | $52,331+158.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 2.81% | 2.43%+0.4pp | 24.40%-21.6pp | 4.54%-1.7pp |
| Employer contribution / active EE | $8,720 | $2,335+273.4% | $2,689+224.3% | $1,882+363.4% |
| Participant deferral / active EE | $4,029 | $2,794+44.2% | $3,162+27.4% | $3,022+33.3% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |