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 | $55,410 | $100,921-45.1% | $82,312-32.7% | $177,276-68.7% |
| Participation rate | 95.1% | 86.9%+8.2pp | 76.9%+18.2pp | 74.8%+20.3pp |
| Annual return | 25.67% | 20.33%+5.3pp | 25.88%-0.2pp | 21.25%+4.4pp |
| Employer contribution / active EE | $2,578 | $3,145-18.0% | $2,428+6.2% | $2,479+4.0% |
| Participant deferral / active EE | $3,305 | $5,192-36.3% | $3,706-10.8% | $3,881-14.8% |
| Admin fee / account holder | $0 | $64-100.0% | $5,608-100.0% | $154-100.0% |