Filed July 14, 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 | $159,799 | $51,769+208.7% | $57,349+178.6% | $52,331+205.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 1.64% | 2.43%-0.8pp | 24.40%-22.8pp | 4.54%-2.9pp |
| Employer contribution / active EE | $4,776 | $2,335+104.5% | $2,689+77.6% | $1,882+153.8% |
| Participant deferral / active EE | $4,885 | $2,794+74.8% | $3,162+54.5% | $3,022+61.6% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |