Filed August 20, 2020 (most recent of 2 filings on file)
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,873 | $105,581-63.2% | $70,476-44.8% | $90,274-56.9% |
| Participation rate | 97.9% | 77.5%+20.4pp | 75.1%+22.9pp | 73.4%+24.6pp |
| Annual return | 17.77% | 14.78%+3.0pp | 109.12%-91.3pp | 53.97%-36.2pp |
| Employer contribution / active EE | $2,185 | $3,304-33.9% | $2,738-20.2% | $2,523-13.4% |
| Participant deferral / active EE | $2,495 | $3,813-34.6% | $3,710-32.7% | $4,231-41.0% |
| Admin fee / account holder | $94 | $68+38.8% | $3,847-97.6% | $114-17.8% |