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 | $74,512 | $49,249+51.3% | $70,476+5.7% | $79,852-6.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 10.85% | 30.09%-19.2pp | 109.12%-98.3pp | 31.72%-20.9pp |
| Employer contribution / active EE | $9,360 | $2,100+345.7% | $2,738+241.9% | $2,471+278.8% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |