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 | $188,156 | $76,696+145.3% | $96,515+95.0% | $71,511+163.1% |
| Participation rate | 99.5% | 66.6%+33.0pp | 74.3%+25.2pp | 67.9%+31.6pp |
| Annual return | 175.99% | 48.32%+127.7pp | 35.73%+140.3pp | 28.86%+147.1pp |
| Employer contribution / active EE | $9,388 | $3,032+209.7% | $3,740+151.1% | $2,589+262.6% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |