Filed January 12, 2021 (most recent of 3 filings on file)
Total covered: 2,125 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 14.99% | 8.85%+6.1pp | 9.82%+5.2pp | 8.85%+6.1pp |
| Employer contribution / active EE | $3,484 | $8,529-59.2% | $30,322-88.5% | $8,529-59.2% |
| Participant deferral / active EE | $0 | $399-100.0% | $66-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |