Filed April 22, 2021
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,320-100.0% | $67,652-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.7%-75.7pp | 68.1%-68.1pp |
| Annual return | 0.00% | 6.81%-6.8pp | 6625.40%-6625.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $12,693 | $1,544+722.2% | $2,266+460.3% | $1,882+574.6% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |