Filed March 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 | $64,770 | $64,176+0.9% | $112,249-42.3% | $66,938-3.2% |
| Participation rate | 99.4% | 68.4%+30.9pp | 75.1%+24.3pp | 69.8%+29.5pp |
| Annual return | 0.01% | -13.80%+13.8pp | 27.48%-27.5pp | 1.58%-1.6pp |
| Employer contribution / active EE | $4,256 | $3,007+41.6% | $3,636+17.1% | $2,545+67.2% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $2 | $626-99.7% | $6,412-100.0% | $594-99.7% |