Filed January 8, 2021
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,834 | $83,023+58.8% | $102,437+28.7% | $77,762+69.5% |
| Participation rate | 99.6% | 71.5%+28.0pp | 74.5%+25.0pp | 70.6%+29.0pp |
| Annual return | 14.46% | 19.12%-4.7pp | 24.95%-10.5pp | 31.27%-16.8pp |
| Employer contribution / active EE | $8,000 | $3,552+125.2% | $3,871+106.7% | $2,728+193.3% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $3 | $639-99.6% | $8,388-100.0% | $433-99.4% |