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 | $117,521 | $106,236+10.6% | $112,263+4.7% | $64,824+81.3% |
| Participation rate | 99.7% | 71.7%+28.1pp | 75.1%+24.7pp | 71.5%+28.3pp |
| Annual return | 8.46% | -6.02%+14.5pp | 27.49%-19.0pp | 32.84%-24.4pp |
| Employer contribution / active EE | $7,752 | $3,167+144.8% | $3,636+113.2% | $2,507+209.2% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-99.9% | $6,410-100.0% | $188-99.9% |