Filed December 4, 2019
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,845 | $65,034+50.5% | $90,970+7.6% | $79,856+22.5% |
| Participation rate | 98.9% | 61.6%+37.2pp | 69.0%+29.8pp | 69.6%+29.2pp |
| Annual return | 67.52% | 30.45%+37.1pp | 134.60%-67.1pp | 31.71%+35.8pp |
| Employer contribution / active EE | $20,452 | $1,247+1539.5% | $2,122+863.9% | $2,471+727.6% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |