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 | $104,700 | $84,499+23.9% | $125,391-16.5% | $66,949+56.4% |
| Participation rate | 99.3% | 76.4%+22.9pp | 82.4%+16.9pp | 69.8%+29.5pp |
| Annual return | 10.67% | -8.49%+19.2pp | 572.41%-561.7pp | 1.57%+9.1pp |
| Employer contribution / active EE | $4,555 | $3,554+28.2% | $4,816-5.4% | $2,545+78.9% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $13 | $685-98.1% | $10,009-99.9% | $594-97.8% |