Filed May 2, 2021 (most recent of 3 filings on file)
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,245 | $93,010+45.4% | $96,520+40.1% | $74,440+81.7% |
| Participation rate | 98.5% | 71.6%+26.9pp | 74.3%+24.1pp | 70.7%+27.7pp |
| Annual return | 14.32% | 37.50%-23.2pp | 35.72%-21.4pp | 34.37%-20.1pp |
| Employer contribution / active EE | $6,517 | $3,427+90.2% | $3,739+74.3% | $2,638+147.1% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,879-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,733-100.0% | $348-100.0% |