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 | $60,699 | $59,191+2.5% | $76,767-20.9% | $56,289+7.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 7.33% | 6.62%+0.7pp | 2.43%+4.9pp | -9.96%+17.3pp |
| Employer contribution / active EE | $2,459 | $1,759+39.8% | $2,485-1.0% | $2,111+16.5% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |