Filed January 15, 2021
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,189 | $70,002+63.1% | $115,038-0.7% | $52,331+118.2% |
| Participation rate | 99.2% | 72.1%+27.1pp | 81.4%+17.9pp | 68.1%+31.1pp |
| Annual return | 0.57% | 4.04%-3.5pp | 26.14%-25.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $11,561 | $2,715+325.8% | $4,608+150.9% | $1,882+514.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |