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 | $65,049 | $64,909+0.2% | $82,312-21.0% | $62,293+4.4% |
| Participation rate | 98.6% | 74.9%+23.7pp | 76.9%+21.7pp | 69.5%+29.1pp |
| Annual return | 16.26% | 21.18%-4.9pp | 25.88%-9.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $3,175 | $1,676+89.4% | $2,428+30.7% | $2,042+55.4% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $16 | $440-96.3% | $5,608-99.7% | $479-96.6% |