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 | $32,302 | $80,753-60.0% | $136,298-76.3% | $62,293-48.1% |
| Participation rate | 99.2% | 73.5%+25.6pp | 81.9%+17.3pp | 69.5%+29.7pp |
| Annual return | 25.14% | 35.83%-10.7pp | 5156.27%-5131.1pp | 28.90%-3.8pp |
| Employer contribution / active EE | $4,171 | $2,884+44.6% | $4,696-11.2% | $2,042+104.2% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |