Filed November 8, 2019 (most recent of 2 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,986 | $79,124+75.7% | $60,899+128.2% | $64,814+114.4% |
| Participation rate | 92.5% | 77.7%+14.7pp | 73.1%+19.4pp | 71.5%+21.0pp |
| Annual return | -12.55% | -7.13%-5.4pp | 16.92%-29.5pp | 32.84%-45.4pp |
| Employer contribution / active EE | $4,827 | $3,050+58.3% | $2,702+78.6% | $2,507+92.6% |
| Participant deferral / active EE | $5,849 | $3,725+57.0% | $3,817+53.2% | $4,310+35.7% |
| Admin fee / account holder | $0 | $106-99.9% | $3,225-100.0% | $188-99.9% |