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 | $59,003 | $84,499-30.2% | $125,391-52.9% | $66,949-11.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 22.21% | -8.49%+30.7pp | 572.41%-550.2pp | 1.57%+20.6pp |
| Employer contribution / active EE | $2,562 | $3,554-27.9% | $4,816-46.8% | $2,545+0.7% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |