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 | $196,566 | $104,544+88.0% | $96,564+103.6% | $80,187+145.1% |
| Participation rate | 99.8% | 86.4%+13.4pp | 76.0%+23.8pp | 72.9%+26.8pp |
| Annual return | 18.56% | 21.79%-3.2pp | 25.89%-7.3pp | 40.40%-21.8pp |
| Employer contribution / active EE | $8,637 | $3,527+144.9% | $2,967+191.1% | $2,980+189.9% |
| Participant deferral / active EE | $10,202 | $6,170+65.3% | $4,852+110.3% | $5,016+103.4% |
| Admin fee / account holder | $0 | $107-100.0% | $8,256-100.0% | $145-100.0% |