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 | $99,573 | $65,437+52.2% | $86,698+14.9% | $66,949+48.7% |
| Participation rate | 95.2% | 75.5%+19.8pp | 76.6%+18.6pp | 69.8%+25.4pp |
| Annual return | 14.04% | -10.91%+25.0pp | 35.96%-21.9pp | 1.57%+12.5pp |
| Employer contribution / active EE | $8,501 | $2,154+294.7% | $2,837+199.7% | $2,545+234.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |