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 | $76,163 | $75,183+1.3% | $123,894-38.5% | $55,167+38.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 14.96% | 19.01%-4.1pp | 47.52%-32.6pp | 169.23%-154.3pp |
| Employer contribution / active EE | $1,701 | $2,823-39.7% | $4,617-63.2% | $1,963-13.3% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |