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 | $82,972+58.9% | $103,374+27.5% | $77,671+69.7% |
| Participation rate | 99.6% | 71.5%+28.0pp | 74.5%+25.0pp | 70.6%+29.0pp |
| Annual return | 14.46% | 19.14%-4.7pp | 24.89%-10.4pp | 31.21%-16.8pp |
| Employer contribution / active EE | $8,000 | $3,554+125.1% | $3,869+106.8% | $2,726+193.4% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $3 | $639-99.6% | $8,394-100.0% | $430-99.4% |