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 | $69,208,052-100.0% | $428,620-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 26.66% | 15.39%+11.3pp | 20.73%+5.9pp | 24.48%+2.2pp |
| Employer contribution / active EE | $7,625 | $7,237+5.4% | $36,503-79.1% | $9,418-19.0% |
| Participant deferral / active EE | $0 | $263-100.0% | $77-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $454,372-100.0% | $7,495-100.0% | $2,968,729-100.0% |