Filed June 15, 2020
Total covered: 253 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,014 | $176,471+31.5% | $95,968+141.8% | $90,274+157.0% |
| Participation rate | 100.0% | 86.6%+13.4pp | 77.1%+22.9pp | 73.4%+26.6pp |
| Annual return | 0.00% | 20.15%-20.1pp | 91.65%-91.7pp | 53.97%-54.0pp |
| Employer contribution / active EE | $5,405 | $2,783+94.2% | $2,542+112.7% | $2,523+114.2% |
| Participant deferral / active EE | $7,456 | $5,325+40.0% | $4,167+78.9% | $4,231+76.2% |
| Admin fee / account holder | $0 | $154-100.0% | $6,798-100.0% | $114-100.0% |