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 | $85,135 | $185,342-54.1% | $111,306-23.5% | $86,821-1.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 19.23% | 500.80%-481.6pp | 54.67%-35.4pp | 97.94%-78.7pp |
| Employer contribution / active EE | $5,651 | $2,246+151.6% | $2,732+106.9% | $2,406+134.9% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |