Filed September 14, 2020 (most recent of 2 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,069 | $84,940+9.6% | $111,306-16.4% | $79,389+17.2% |
| Participation rate | 94.2% | 75.9%+18.4pp | 77.3%+16.9pp | 70.7%+23.5pp |
| Annual return | 135.06% | 17.45%+117.6pp | 54.67%+80.4pp | 116.89%+18.2pp |
| Employer contribution / active EE | $10,596 | $1,979+435.3% | $2,732+287.9% | $2,428+336.4% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $626-100.0% |