Filed June 17, 2020 (most recent of 3 filings on file)
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 | $87,035 | $38,963+123.4% | $71,793+21.2% | $329,111-73.6% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.1%+30.9pp | 67.9%+32.1pp |
| Annual return | 13.06% | 9.85%+3.2pp | 78.04%-65.0pp | 16.35%-3.3pp |
| Employer contribution / active EE | $3,814 | $758+403.2% | $1,924+98.2% | $2,303+65.6% |
| Participant deferral / active EE | $2,797 | $1,286+117.5% | $2,794+0.1% | $3,682-24.0% |
| Admin fee / account holder | $0 | $50-100.0% | $4,815-100.0% | $754-100.0% |