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 | $79,626 | $65,378+21.8% | $87,103-8.6% | $65,186+22.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 38.16% | 31.28%+6.9pp | 28.19%+10.0pp | 29.39%+8.8pp |
| Employer contribution / active EE | $560 | $1,823-69.3% | $2,521-77.8% | $2,177-74.3% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |