Filed May 11, 2021
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,299 | $101,672-1.4% | $147,117-31.8% | $74,478+34.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.79% | 8757.83%-8741.0pp | 420.54%-403.8pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $3,366 | $3,813-11.7% | $4,932-31.8% | $2,626+28.2% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |