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 | $46,956 | $65,437-28.2% | $86,698-45.8% | $66,949-29.9% |
| Participation rate | 79.6% | 75.5%+4.2pp | 76.6%+3.0pp | 69.8%+9.8pp |
| Annual return | 20.36% | -10.91%+31.3pp | 35.96%-15.6pp | 1.57%+18.8pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-99.9% | $7,492-100.0% | $594-99.9% |