Filed July 31, 2020
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,609 | $57,384-32.7% | $106,387-63.7% | $56,289-31.4% |
| Participation rate | 99.1% | 71.3%+27.8pp | 77.5%+21.7pp | 69.9%+29.3pp |
| Annual return | 445.87% | 5.91%+440.0pp | 0.25%+445.6pp | -9.96%+455.8pp |
| Employer contribution / active EE | $891 | $2,348-62.1% | $3,520-74.7% | $2,111-57.8% |
| Participant deferral / active EE | $0 | $3,799-100.0% | $5,421-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $7,510-100.0% | $521-100.0% |