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 | $81,723 | $80,753+1.2% | $136,298-40.0% | $62,293+31.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.12% | 35.83%-18.7pp | 5156.27%-5139.1pp | 28.90%-11.8pp |
| Employer contribution / active EE | $2,785 | $2,884-3.4% | $4,696-40.7% | $2,042+36.4% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $2 | $525-99.7% | $9,244-100.0% | $479-99.6% |