Filed August 3, 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 | $70,654 | $52,467+34.7% | $57,196+23.5% | $55,167+28.1% |
| Participation rate | 99.1% | 75.8%+23.3pp | 75.3%+23.8pp | 69.0%+30.1pp |
| Annual return | 5.28% | 7.72%-2.4pp | 14.59%-9.3pp | 169.23%-163.9pp |
| Employer contribution / active EE | $4,528 | $2,477+82.8% | $2,683+68.8% | $1,963+130.7% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |