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 | $93,431 | $54,729+70.7% | $86,235+8.3% | $71,529+30.6% |
| Participation rate | 99.3% | 60.1%+39.1pp | 69.0%+30.3pp | 67.9%+31.3pp |
| Annual return | 121.43% | 20.07%+101.4pp | 1170.03%-1048.6pp | 28.97%+92.5pp |
| Employer contribution / active EE | $15,688 | $1,267+1138.0% | $2,381+558.8% | $2,590+505.7% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,987-100.0% | $4,291-100.0% |
| Admin fee / account holder | $16 | $1,921-99.2% | $6,856-99.8% | $1,588-99.0% |