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 | $136,111 | $73,102+86.2% | $123,553+10.2% | $56,289+141.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 8.47% | 3.01%+5.5pp | 119.21%-110.7pp | -9.96%+18.4pp |
| Employer contribution / active EE | $10,642 | $2,977+257.5% | $4,628+129.9% | $2,111+404.1% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |