Filed March 16, 2020
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,012 | $84,940-54.1% | $111,306-65.0% | $79,389-50.9% |
| Participation rate | 88.4% | 75.9%+12.5pp | 77.3%+11.0pp | 70.7%+17.6pp |
| Annual return | 101.64% | 17.45%+84.2pp | 54.67%+47.0pp | 116.89%-15.3pp |
| Employer contribution / active EE | $2,312 | $1,979+16.8% | $2,732-15.4% | $2,428-4.8% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-99.9% | $7,966-100.0% | $626-99.9% |