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 | $132,547 | $91,474+44.9% | $135,982-2.5% | $71,529+85.3% |
| Participation rate | 99.3% | 75.7%+23.7pp | 81.9%+17.4pp | 67.9%+31.4pp |
| Annual return | 27.79% | 29.89%-2.1pp | 68.32%-40.5pp | 28.97%-1.2pp |
| Employer contribution / active EE | $5,543 | $3,705+49.6% | $4,859+14.1% | $2,590+114.0% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $16 | $1,267-98.8% | $10,767-99.9% | $1,588-99.0% |