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 | $183,297 | $130,052+40.9% | $86,717+111.4% | $77,906+135.3% |
| Participation rate | 99.8% | 85.9%+13.8pp | 76.6%+23.2pp | 73.7%+26.1pp |
| Annual return | -14.88% | -12.73%-2.1pp | 35.97%-50.9pp | 12.16%-27.0pp |
| Employer contribution / active EE | $8,848 | $3,214+175.3% | $2,837+211.9% | $2,846+210.9% |
| Participant deferral / active EE | $9,656 | $5,741+68.2% | $4,657+107.3% | $4,805+100.9% |
| Admin fee / account holder | $0 | $132-100.0% | $7,494-100.0% | $133-100.0% |