Filed April 29, 2020 (most recent of 7 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,280 | $50,464-28.1% | $75,784-52.1% | $52,331-30.7% |
| Participation rate | 99.6% | 66.8%+32.8pp | 75.8%+23.7pp | 68.1%+31.5pp |
| Annual return | 3.89% | 1.03%+2.9pp | 9.68%-5.8pp | 4.54%-0.7pp |
| Employer contribution / active EE | $4,698 | $1,988+136.3% | $3,323+41.4% | $1,882+149.7% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |