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 | $99,776 | $124,049-19.6% | $95,968+4.0% | $93,223+7.0% |
| Participation rate | 98.9% | 88.4%+10.5pp | 77.1%+21.8pp | 74.9%+24.0pp |
| Annual return | 0.00% | 22.17%-22.2pp | 91.65%-91.7pp | 19.29%-19.3pp |
| Employer contribution / active EE | $2,999 | $3,478-13.8% | $2,542+18.0% | $2,680+11.9% |
| Participant deferral / active EE | $5,073 | $6,147-17.5% | $4,167+21.8% | $4,563+11.2% |
| Admin fee / account holder | $0 | $73-100.0% | $6,798-100.0% | $79-100.0% |