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 | $133,577 | $136,266-2.0% | $90,766+47.2% | $77,906+71.5% |
| Participation rate | 99.6% | 86.6%+13.0pp | 75.7%+23.9pp | 73.7%+25.9pp |
| Annual return | -10.15% | -11.32%+1.2pp | -12.16%+2.0pp | 12.16%-22.3pp |
| Employer contribution / active EE | $4,497 | $4,215+6.7% | $2,922+53.9% | $2,846+58.0% |
| Participant deferral / active EE | $0 | $6,353-100.0% | $4,565-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $399-100.0% | $8,446-100.0% | $133-100.0% |