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 | $134,571 | $80,753+66.6% | $136,298-1.3% | $62,293+116.0% |
| Participation rate | 99.2% | 73.5%+25.7pp | 81.9%+17.3pp | 69.5%+29.7pp |
| Annual return | 22.83% | 35.83%-13.0pp | 5156.27%-5133.4pp | 28.90%-6.1pp |
| Employer contribution / active EE | $11,607 | $2,884+302.5% | $4,696+147.2% | $2,042+468.3% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |