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 | $84,433 | $56,443+49.6% | $83,831+0.7% | $55,725+51.5% |
| Participation rate | 98.5% | 72.0%+26.5pp | 76.1%+22.4pp | 70.9%+27.6pp |
| Annual return | 12.71% | 393.67%-381.0pp | 850.99%-838.3pp | 244.93%-232.2pp |
| Employer contribution / active EE | $5,369 | $2,682+100.2% | $3,631+47.9% | $2,078+158.4% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-99.8% | $5,479-100.0% | $115-99.8% |