Filed February 12, 2021
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,890 | $114,195+40.0% | $106,554+50.1% | $93,010+71.9% |
| Participation rate | 99.5% | 86.4%+13.1pp | 76.1%+23.3pp | 73.9%+25.6pp |
| Annual return | 64.88% | 22.18%+42.7pp | 26.80%+38.1pp | 158.70%-93.8pp |
| Employer contribution / active EE | $4,122 | $4,009+2.8% | $2,819+46.2% | $2,705+52.4% |
| Participant deferral / active EE | $0 | $5,908-100.0% | $4,398-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $7,408-100.0% | $152-100.0% |