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 | $142,412 | $99,957+42.5% | $149,745-4.9% | $73,497+93.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 18.34% | 53.87%-35.5pp | 276.72%-258.4pp | 28.51%-10.2pp |
| Employer contribution / active EE | $8,190 | $3,191+156.7% | $4,646+76.3% | $2,270+260.8% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |