Filed April 23, 2021
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,319 | $60,165-28.0% | $74,184-41.6% | $55,167-21.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 12.42% | 10.00%+2.4pp | 17.74%-5.3pp | 169.23%-156.8pp |
| Employer contribution / active EE | $2,711 | $1,600+69.5% | $2,370+14.4% | $1,963+38.2% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |