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 | $83,974 | $59,191+41.9% | $76,767+9.4% | $56,289+49.2% |
| Participation rate | 99.2% | 75.2%+24.0pp | 77.0%+22.3pp | 69.9%+29.4pp |
| Annual return | 19.25% | 6.62%+12.6pp | 2.43%+16.8pp | -9.96%+29.2pp |
| Employer contribution / active EE | $4,240 | $1,759+141.0% | $2,485+70.6% | $2,111+100.8% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $489-99.8% | $6,675-100.0% | $521-99.8% |