Filed June 4, 2020 (most recent of 6 filings on file)
Total covered: 47 employees
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,861 | $78,104+9.9% | $129,118-33.5% | $78,104+9.9% |
| Participation rate | 98.9% | 74.5%+24.4pp | 77.2%+21.6pp | 74.5%+24.4pp |
| Annual return | -14.33% | 10.90%-25.2pp | -10.94%-3.4pp | 10.90%-25.2pp |
| Employer contribution / active EE | $8,740 | $3,128+179.5% | $5,051+73.0% | $3,128+179.5% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $6,539-100.0% | $5,089-100.0% |
| Admin fee / account holder | $63 | $79-20.1% | $14,305-99.6% | $79-20.1% |