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 | $171,241 | $57,976+195.4% | $63,018+171.7% | $62,293+174.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.00% | 17.54%-2.5pp | 87.62%-72.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $9,239 | $2,415+282.6% | $2,761+234.7% | $2,042+352.4% |
| Participant deferral / active EE | $4,219 | $2,956+42.7% | $3,330+26.7% | $3,169+33.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |