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 | $101,672+56.6% | $147,117+8.2% | $74,478+113.7% |
| Participation rate | 99.4% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.1pp |
| Annual return | 28.26% | 8757.83%-8729.6pp | 420.54%-392.3pp | 1370.56%-1342.3pp |
| Employer contribution / active EE | $10,481 | $3,813+174.9% | $4,932+112.5% | $2,626+299.1% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $15 | $1,753-99.2% | $12,993-99.9% | $1,946-99.3% |