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 | $97,635 | $104,497-6.6% | $159,487-38.8% | $79,389+23.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 23.75% | 67.98%-44.2pp | 263.71%-240.0pp | 116.89%-93.1pp |
| Employer contribution / active EE | $5,004 | $3,418+46.4% | $4,831+3.6% | $2,428+106.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $19 | $711-97.3% | $10,804-99.8% | $626-97.0% |