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 | $113,380 | $84,499+34.2% | $125,391-9.6% | $66,949+69.4% |
| Participation rate | 94.5% | 76.4%+18.1pp | 82.4%+12.1pp | 69.8%+24.7pp |
| Annual return | 5.24% | -8.49%+13.7pp | 572.41%-567.2pp | 1.57%+3.7pp |
| Employer contribution / active EE | $11,632 | $3,554+227.3% | $4,816+141.5% | $2,545+357.0% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |