Filed January 7, 2021
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,357 | $77,677-28.7% | $109,173-49.3% | $79,391-30.3% |
| Participation rate | 99.4% | 67.8%+31.5pp | 75.9%+23.5pp | 70.7%+28.6pp |
| Annual return | 0.00% | 23.44%-23.4pp | 25.75%-25.8pp | 116.88%-116.9pp |
| Employer contribution / active EE | $12,987 | $2,798+364.1% | $3,723+248.8% | $2,428+434.9% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $627-100.0% |