Filed January 21, 2020
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,777 | $70,667-1.3% | $123,105-43.3% | $52,331+33.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 4.25% | 6.23%-2.0pp | 13.22%-9.0pp | 4.54%-0.3pp |
| Employer contribution / active EE | $2,080 | $2,946-29.4% | $5,151-59.6% | $1,882+10.5% |
| Participant deferral / active EE | $3,266 | $4,493-27.3% | $6,229-47.6% | $3,022+8.1% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |