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 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 15.97% | 13.51%+2.5pp | 10.75%+5.2pp | 13.51%+2.5pp |
| Employer contribution / active EE | $4,287 | $8,170-47.5% | $35,170-87.8% | $8,170-47.5% |
| Participant deferral / active EE | $0 | $488-100.0% | $82-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |