Filed December 5, 2019
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,223 | $58,655-58.7% | $91,994-73.7% | $65,186-62.8% |
| Participation rate | 95.0% | 75.3%+19.8pp | 78.6%+16.4pp | 70.2%+24.8pp |
| Annual return | 262.19% | 33.92%+228.3pp | 69.04%+193.2pp | 29.39%+232.8pp |
| Employer contribution / active EE | $6,082 | $2,080+192.3% | $3,453+76.1% | $2,177+179.4% |
| Participant deferral / active EE | $0 | $5,474-100.0% | $5,924-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $434-100.0% | $7,744-100.0% | $847-100.0% |