Filed June 19, 2020 (most recent of 8 filings on file)
Total covered: 1,371 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,725 | $144,879+61.3% | $111,319+110.0% | $93,010+151.3% |
| Participation rate | 99.8% | 86.1%+13.7pp | 77.3%+22.5pp | 73.9%+25.9pp |
| Annual return | 13.54% | 18.11%-4.6pp | 54.68%-41.1pp | 158.70%-145.2pp |
| Employer contribution / active EE | $8,564 | $3,052+180.6% | $2,732+213.5% | $2,705+216.6% |
| Participant deferral / active EE | $9,743 | $5,576+74.7% | $4,488+117.1% | $4,561+113.6% |
| Admin fee / account holder | $0 | $104-100.0% | $7,966-100.0% | $152-100.0% |