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 | $127,278 | $82,980+53.4% | $103,378+23.1% | $77,692+63.8% |
| Participation rate | 94.2% | 71.5%+22.7pp | 74.5%+19.7pp | 70.6%+23.6pp |
| Annual return | 11.76% | 19.11%-7.4pp | 24.91%-13.2pp | 31.25%-19.5pp |
| Employer contribution / active EE | $5,998 | $3,554+68.8% | $3,870+55.0% | $2,726+120.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,401-100.0% | $431-100.0% |