Filed June 9, 2021
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,487 | $106,236+45.4% | $112,263+37.6% | $64,824+138.3% |
| Participation rate | 99.2% | 71.7%+27.5pp | 75.1%+24.1pp | 71.5%+27.7pp |
| Annual return | 20.41% | -6.02%+26.4pp | 27.49%-7.1pp | 32.84%-12.4pp |
| Employer contribution / active EE | $6,509 | $3,167+105.6% | $3,636+79.0% | $2,507+159.6% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $29 | $452-93.6% | $6,410-99.5% | $188-84.5% |