Filed November 17, 2020
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,191 | $101,591+56.7% | $147,096+8.2% | $74,429+113.9% |
| Participation rate | 99.4% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.1pp |
| Annual return | 28.26% | 8746.45%-8718.2pp | 419.75%-391.5pp | 1368.38%-1340.1pp |
| Employer contribution / active EE | $10,481 | $3,813+174.9% | $4,936+112.3% | $2,625+299.3% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $15 | $1,750-99.2% | $13,005-99.9% | $1,944-99.3% |